Todd Morarity
Fishers
Summary
Highly-experienced and detail-oriented professional with demonstrated success in partnering with the branch network to bring about successful resolutions for clients
Overview
30
30
years of professional experience
Work History
Partner Support - Senior Specialist
Charles Schwab
04.2017 - Current
- Focused on providing accurate and detailed resolutions to my cases to make sure the internal and external clients need is met
- Consistently strong phone calls on the Partner Support hotline which have taken care of the need and provided additional context
- Assisted with chat channel to provide another way for our team to be available as a partner
- Strong participant in team meetings
- Frequently demonstrate strong ownership of my cases to ensure the issue is truly resolved
Pinnacle- Financial Service Professional
Charles Schwab
10.2014 - Current
- Built relationships with high net worth clients through strong customer service skills
- Frequently worked with branch network to partner on complicated client issues
- 2016 Excellence in Action winner
- Assisted eServices through chat and email VSP
- Responsible for completing Option Disclosure Memorandums with clients
- Worked to resolve client concerns voiced through the Alert Manager tool
Team Manager
Charles Schwab
07.2007 - 10.2014
- Responsible for coaching and development of new employees
- Worked with employees to help find innovative solutions to client issues
- Helped redesign Career Building Opportunity process with branch network
Active Trader Registered Representative
Charles Schwab
10.2000 - 07.2007
- Served in an Options Surveillance Career Building Opportunity
- Frequently served as an Acting Team Manager and approved prior risk trades
- Selected to take AT helpline calls providing assistance for other AT brokers with complex trading issues
- Frequently recognized by my supervisor for my attention to detail and accuracy
Team Lead
Charles Schwab
10.1998 - 10.2000
- Primary responsibility was helping to coach and develop approximately twenty employees
- Built strong time management skills required to successfully balance the many tasks involved in a leadership role
Registered Representative
Charles Schwab
09.1995 - 10.1998
- Achieved recognition for placing over 10,000 consecutive trades without a trade error
- Performed audit of team trades for risk, suitability, etc.
Education
Bachelor of Science - Public Affairs
Indiana University
Bloomington, IN01.1995
Skills
- Series 7,9,10, 63 licenses
- Consistently build strong relationships with branch network and clients
- Extensive knowledge of support departments
- Excellent verbal and written communication skills
Timeline
Partner Support - Senior Specialist
Charles Schwab
04.2017 - Current
Pinnacle- Financial Service Professional
Charles Schwab
10.2014 - Current
Team Manager
Charles Schwab
07.2007 - 10.2014
Active Trader Registered Representative
Charles Schwab
10.2000 - 07.2007
Team Lead
Charles Schwab
10.1998 - 10.2000
Registered Representative
Charles Schwab
09.1995 - 10.1998
Bachelor of Science - Public Affairs
Indiana University
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