Brandon Herman
Director Business Strategy at Charles Schwab | Omaha, Nebraska, United States
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
Brandon Herman serves as the Director of Business Strategy at Charles Schwab, where he plays a pivotal role in orchestrating the complex migration of client assets and transaction data from TD Ameritrade to Schwab. With a keen focus on operational strategy, Brandon leads cross-functional teams that encompass both business and technical expertise, ensuring a seamless transition of critical components such as cash positions, trades, and historical transaction data. His leadership is characterized by a blend of emotional intelligence and military leadership principles, which fosters a collaborative environment that empowers team members to excel.
In his current role, Brandon is not only responsible for the strategic planning and execution of this significant conversion project but also for enhancing the overall client experience during the transition. He employs design thinking methodologies to identify pain points and streamline processes, ultimately driving business process improvements that benefit both clients and stakeholders. His extensive knowledge in digital strategy and operations management allows him to navigate the complexities of financial services, ensuring that all aspects of money movement instructions—such as wires and ACH—are meticulously managed.
Brandon's commitment to coaching and developing talent within his teams has been instrumental in achieving project milestones. By leveraging his Series 7 certification and deep understanding of investments, he bridges the gap between technical execution and business objectives, ensuring that the migration not only meets regulatory standards but also aligns with Schwab's long-term strategic goals. As he continues to lead this transformative initiative, Brandon remains dedicated to fostering innovation and operational excellence within the financial services industry.
Co-Owner at Lift 9 Investments, LLC in August 2022 to Present
Director Business Strategy at Charles Schwab in May 2020 to Present
Sr. Manager, Margins Clearing at TD Ameritrade in May 2018 to March 2020
Sr. Manager, Purchase and Sales at TD Ameritrade in March 2015 to May 2018
Operations Regulatory Systems Manager at TD Ameritrade in May 2014 to March 2015
Operations Program Manager at TD Ameritrade in November 2011 to May 2014
Team Manager at thinkorswim in October 2009 to August 2011
Sergeant at United States Marine Corps in August 2002 to August 2008
See more
See less
Emotional Intelligence
Project Planning
Coaching
Teamwork
Relationship Building
Market Analysis
Relationship Development
Statistical Data Analysis
Leadership Development
Business Strategy
Technology Product Development
Business Planning
Analytical Skills
Digital Strategy
Project Management
People Management
Millitary Leadership
Risk Management
Leadership
Team Leadership
Process Improvement
Analysis
Vendor Management
Operations Management
Business Analysis
Team Building
Banking
Program Management
Business Process Improvement
Management
Financial Services
Securities
Equities
Series 7
Series 63
Investments
Design Thinking
Product Innovation
See more
See less
Discover more about Charles SchwabWhat is Brandon Herman email address?
Email Brandon Herman at [email protected]. This email is the most updated Brandon Herman email found in 2026.
What is Brandon Herman phone number?
Brandon Herman phone number is +14029606418 and +18436073821.
How to contact Brandon Herman?
To contact Brandon Herman send an email to [email protected]. If you want to call Brandon Herman try calling on +14029606418 and +18436073821. (updated on November 04, 2024)
What is Brandon Herman net worth?
Brandon Herman has an estimated net worth of $75,000 to $99,999
What company does Brandon Herman work for?
Brandon Herman works for Charles Schwab
What is Brandon Herman's role at Charles Schwab?
Brandon Herman is Director Business Strategy
Brandon Herman Email Addresses
Brandon Herman Phone Numbers
looking for?
Find personal and work emails for over 250M professionals.
People like Brandon Herman
MTS 2 at PayPal
Coaches Council at Forbes
Software Engineering Manager at Intel Corporation
Real Estate Representative at Speedway LLC
Vice President, Head of Corporate Development at WeWork
Client Solutions Manager at Ovation Travel Group
Managing Partner Consultant at Ascent Medical Technologies LLC
Senior Vice President, Associate Client Executive at Marsh
Account Director at Knowland
Senior Customer Success Manager at Perceptyx
FX Program & Platform Sales at BNY Mellon
owner/principal at Aging Care Consultation Services
Executive Assistant to Corporate Counsel, Investment Banking at Raymond James Financial Inc.
Freelance SEO, Copywriter, Marketing Consultant at Contractor
Store Manager at Pandora
CEO Chief Technology Officer at Pivot Networks Austin
Owner at Joint Fires Applications and Solutions, LLC
Art Director + Designer at Freelance
Principal Manager at Southern California Edison (SCE)
Lead, Compensation (Analytics, Tools, and Systems) at Meta
Show more
Show less