Robin Curtis
Omaha
Summary
Dynamic Senior Manager with a proven track record in Estate Services, adept at strategically planning, implementing, and overseeing transformative initiatives to enhance business growth and operational efficiency. Known for fostering an open culture that encourages transparent communication and collaboration among teams. Eager to embrace new professional challenges within a growth-oriented organization that values innovation and continuous improvement. Committed to leveraging extensive expertise to drive impactful results and contribute to organizational success.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Manager, Estate Services
Charles Schwab
03.2023 - Current
- Hotline Functional Lead – Key decision maker and peer leader for Hotline Leadership to leverage escalated situations and balancing staffing and service levels
- Class of Manager LEAD 2025 – Engaged in courses related to Building High-Performing Teams, Driving Accountability & Business Outcomes, Leading with Courage and Authenticity, and Change Ready Leader
- Integration Lead – Worked with the Estate Services Tiger Team to complete the final conversion of Ameritrade accounts to Schwab, continuously sharing information and mitigating risk through the Estate Triage Team
- TOPS Award Winner Q3 2023 – Exceeding Expectations for contributions to Estates Tiger Team & Estates Triage Team successfully leading Estate Services through the Ameritrade Integration
Senior Manager, Estate Services
TD Ameritrade
05.2021 - 03.2023
- Integration Lead – Collaborating with business partners to build out Estate Services Triage Team to quickly mitigate risk and share best practices around trends
- TOPS Award Winner Q4 2022 – Led TDA through aligning to Schwab’s initial notification procedures, starting with the strategy to limit risk and volume, training, and reinforcing through Change Champions
- TOPS Nominee Q3 2022 – Nominated by a professional for giving her a safe place to grow and meet personal and professional goals
Team Manager, Asset Transfer Services & Banking
TD Ameritrade
04.2019 - 05.2021
- TOPS 2021 award winner for leading department through unprecedented volumes during the pandemic
- Numerous President’s Club awards and Exceeds Expectations ratings for building relationships and effecting change with our leadership group and business partners
- Strategically updated after-hours banking business model to limit risk and reduce client irritants by working with directors in Investor Services and offering support
- Supported a team who serviced client inquiries related to transfers (internal, ACAT, DRS), banking services for the TD Bank debit card, and outbound wires
Assistant Team Manager, Estate Services
TD Ameritrade
07.2018 - 04.2019
- Flew to St. Louis to assist with the expansion of Client Account Services to a new location, helped train and support both Estate Phone and Processing team expansions
- 2 President’s Club awards and Exceeds Expectations ratings for dedication to supporting the teams
- Worked with ATMs to disband silos and create better communication among Operations teams and share Professional Development opportunities
- Supported department through EWA system rollout, created training material, tracked and reported trends quickly
Senior Specialist, Resource Desk
TD Ameritrade
05.2017 - 07.2018
- Trainer – Traveled to offsite locations to onboard, train, and mentor Scottrade professionals when we expanded Resource Desk to STL, trained and mentored tax season ROK Temporary Teams, and general Resource Desk trainer for new hires being onboarded
- Researcher – Internal Resource Desk position, helped research complex inquiries and escalations relating to retail accounts including questions specific to New Accounts/Maintenance, Transfers, Margins, Retirement Accounts, Safekeeping, and Trading
Senior Specialist, Investor Services
TD Ameritrade
09.2016 - 05.2017
- Received Excellence in Service award for having a 100% client rating (CSI)
- Practiced first call resolution to uncover and resolve all needs in one phone call
Skills
- Change Champion
- Supervision & Compliance
- Strategy Implementation
- Research & Investigation
- Relationship & Team Building
- Risk Management
- Business performance management
- Reporting oversight
- Operations planning
Certification
Licenses 7, 63, 24, 4
Employee Resource Groups
- Charles Schwab, Omaha ERG Business Advisor, 2025-11, Current, Contributing to a shift from a reactive approach to change by establishing meeting agendas and ongoing touchpoints with National and Chair Leads
- Charles Schwab, Omaha GLOBE Co-Chair, 2021-06, Current, Transitioned Ameritrade FUSE to Charles Schwab GLOBE and expanded the committee, Delegated quarterly tasks throughout committee to successfully run 2 events each quarter
- TD Ameritrade, Omaha FUSE Committee, 2019-06, 2021, Helped lead and coordinate events and MS Teams messages to support diversity and inclusion
Timeline
Senior Manager, Estate Services
Charles Schwab
03.2023 - Current
Senior Manager, Estate Services
TD Ameritrade
05.2021 - 03.2023
Team Manager, Asset Transfer Services & Banking
TD Ameritrade
04.2019 - 05.2021
Assistant Team Manager, Estate Services
TD Ameritrade
07.2018 - 04.2019
Senior Specialist, Resource Desk
TD Ameritrade
05.2017 - 07.2018
Senior Specialist, Investor Services
TD Ameritrade
09.2016 - 05.2017