Chris's Answer

Received highest annual performance rating possible last two years running. Received the 2004 Chairman's award, the company's highest annual honor.
Motivated and managed internal teams from all areas of the company and collaborated with Schwab clients to enable the successful delivery of the following products:
A revolutionary communication tool that has changed the way Schwab communicates with clients. This product reduced account opening issues by 70% and continues to facilitate effective and efficient client relationship-building, a critical piece of the company's recent turnaround, in all areas of the company.
A unique web site feature that generated a new stream of 5,200 high potential, "warm" new business leads annually while decreasing costs by $120K per year.
Personalized corporate "gateways" to schwab.com; resulted in a 26% increase in client logins and helped add over 6,200 new accounts over a six-month period.
Investor education workshops, including the schwab.com WebShop??, all of which are programs that help clients take a proactive approach to their portfolios and included instructions on online tools to save for college and retirement, and conduct estate planning and active trading. Created the content, trained the sales force, and facilitated the distribution of these workshops which had the following impacts:- 78% increase in trading revenues from schwab.com WebShops??- Introduced the ability to reach clients located far from branches through the launch of online seminars
60% trading lift for all 53,000 attendees of an Active Trader branch pilot seminar