Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Richard Perhach

Mesa

Summary

Dynamic Senior Manager in IT Product Management at Charles Schwab & Co, recognized for spearheading change management initiatives and enhancing product usability. Demonstrated success in technical support and documentation, leading to marked improvements in operational efficiency. Expertise in problem-solving and product management has consistently delivered outstanding results in trading operations and client relations. Aiming to leverage this experience to foster innovation and drive strategic initiatives within the financial services sector.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Senior Manager - IT Product Management

Charles Schwab & Co
Phoenix
09.2018 - Current
  • Managed and maintained approximately 20 various products that facilitate equity, option and fixed income trading
  • Guided change management initiatives to ensure smooth adoption of new business practices.
  • Provided technical support to customers and internal stakeholders.
  • Created documentation for product features and troubleshooting steps.
  • Offered technical and non-technical support and services to clients and staff regarding product use, operation and maintenance.
  • Participated in design reviews to ensure usability standards are being met throughout the product development cycle.

Senior Specialist - Trading Operations

Charles Schwab & Co
Phoenix
08.2012 - 09.2018
  • Executed trades in stocks, bonds, options and futures contracts using electronic trading platforms.
  • Identified opportunities for improvement and increased efficiency in brokerage operations.
  • Corrected trade errors and kept accurate documentation for records and audits.
  • Built relationships with multiple external equity and option trading firms and managed order books maintained with those firms

Education

Associate of Science - Business

Mesa Community College
Mesa
12-2009

Bachelor of Science - Finance

Purdue Global University
Lafayette

Skills

  • Product management
  • Change management
  • Technical support
  • Documentation creation
  • Usability testing
  • Problem solving

Certification

  • Series 7, 63, 9/10 and 57 Licensed

Timeline

Senior Manager - IT Product Management

Charles Schwab & Co
09.2018 - Current

Senior Specialist - Trading Operations

Charles Schwab & Co
08.2012 - 09.2018

Associate of Science - Business

Mesa Community College

Bachelor of Science - Finance

Purdue Global University

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Richard Perhach