Taylor Angle
Chicago,IL
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Manager, IT Product Management
Charles Schwab
05.2018 - Current
- Responsible for overall health and maintenance of the thinkorswim Ecosystem
- Provided on call 24/7/365 support for thinkorswim Suite of platforms
- Onboarded new team members with training and guidance
- Accomplished multiple tasks within established timeframes.
- Managed large scale projects and relationships with external partners
- Worked with many cross functional teams across the firm to complete objectives
Sr. Specialist Institutional Trading
TD Ameritrade
08.2015 - 05.2018
- Verified accuracy and effectiveness of reporting processes, effectively using Salesforce to track data for management/compliance review.
- Provided Series 24 signoff on incoming documents
- Provided level 1 technical support for Advisors using our software
- Was the voice of the business when dealing with our QA/Development teams
Sr. Specialist, Tech Support
TD Ameritrade
01.2009 - 08.2015
- Supported department leadership in implementing new policies, procedures and controls.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Listened and responded to customer requests and forwarded necessary information to superiors.
- Interpreted clients' needs and introduced services to fit specific requirements.
Education
Bachelor of Science - Finance
University of Nebraska - Lincoln
Lincoln, NE12.2008
Skills
- Decision Making
- Complex Problem-Solving
- Cross-functional Teamwork
- Product Management
- Process Improvement
- Effective Communication
- Risk Management
- Change Management
- Project Planning
- Project Management
Certification
- Series 7 License
- Series 63 License
- Series 24 License
Timeline
Manager, IT Product Management
Charles Schwab
05.2018 - Current
Sr. Specialist Institutional Trading
TD Ameritrade
08.2015 - 05.2018
Sr. Specialist, Tech Support
TD Ameritrade
01.2009 - 08.2015
Bachelor of Science - Finance
University of Nebraska - Lincoln
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