Trang Egan
Omaha,NE
Summary
Versatile Senior Manager specializing in Product Management and skilled at planning, implementing and overseeing key improvements to drive business growth and efficiency. History of cultivating an open culture with free exchange of information. Pursuing new professional challenges with a growth-oriented company.
Overview
24
24
years of professional experience
Work History
Senior Manager, Product Management/Marketing
Charles Schwab
11.2021 - 01.2024
- Created project plans, design, and implemented campaigns for Trader Sales using data analytics, AI and reporting to engage with the right clients at the right time for platform adoption and increased net new assets
- Achieved operational excellence by streamlining processes and implementing best practices.
- Improved team performance by providing comprehensive training and fostering a collaborative work environment.
- Reduced costs, optimized resource allocation, and improved efficiency in managing projects.
- Managed and partnered with cross functional departments to launch Charles Schwab’s referral programs used by all client facing associates which increased business by 25-50% per departments.
- Led the development and implementation of the Trading Solutions Referral Program, a direct pathway to Trader Sales, with $150M in net new assets within two weeks of launch.
- Challenged the status quo and created and implemented automation steps which enhanced associate experience while mitigating risks to clients by 70%
Manager, Client Engagement Strategy
TD Ameritrade
08.2017 - 10.2021
- Launched new products and services with thorough market research, leading to increased revenue growth.
- Developed strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
- Implemented innovative marketing campaigns that boosted brand awareness and generated significant sales leads.
- Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.
- Conducted training to new managers of using client alerts/notifications which decreased interaction/call volume by 26%
- Product/Program owner of the Active Trader Referral Program which increased referrals over 100% year over year. In 2020 over 140K referrals and over $1B in net new assets.
- Recipient of the Improvaganza award for leading and creating the first ever Branch campaign targeting Traders, which increased 350% engagement, over $4M in additional revenue lift and over $25M+ in net new assets within 4 months. This campaign continues to be the only Trader focused campaign for Retail Branches and has been standardized.
Manager, Sales Operations
ConAgra Brands
08.2012 - 05.2016
- Drove operational efficiency through data-driven decision-making processes, leveraging analytics tools for informed strategy development.
- Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
- Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
- Streamlined and monitored quality programs to alleviate overdue compliance activities.
Sr. Analyst, Sales Operations
ConAgra Brands
05.2008 - 08.2012
Analyst, Sales Operations
ConAgra Brands
09.2005 - 05.2008
Customer Service Representative
ConAgra Brands
03.2000 - 05.2005
Education
Master of Business Administration (MBA) - Business Management
Bellevue University
Omaha, NE05.2017
Bachelor of Science - Business Management and Marketing
University of Nebraska
Omaha, NE05.1998
Skills
- Product Management
- Data Analytics
- Strategic Planning
- Project Planning
- Integration
- Process Improvement
Timeline
Senior Manager, Product Management/Marketing
Charles Schwab
11.2021 - 01.2024
Manager, Client Engagement Strategy
TD Ameritrade
08.2017 - 10.2021
Manager, Sales Operations
ConAgra Brands
08.2012 - 05.2016
Sr. Analyst, Sales Operations
ConAgra Brands
05.2008 - 08.2012
Analyst, Sales Operations
ConAgra Brands
09.2005 - 05.2008
Customer Service Representative
ConAgra Brands
03.2000 - 05.2005
Master of Business Administration (MBA) - Business Management
Bellevue University
Bachelor of Science - Business Management and Marketing
University of Nebraska