Business strategy guy2Director of Capacity & Business Strategy at Schwab Wealth Advisory, focused on how a large-scale wealth management business grows and serves clients well.,
CFA Candidate3CFA Level 3. Hours of 7-9pm are full of Mark Meldrum videos and LES questions. Nearly there.,
Coloradan46th generation in Colorado, but you won't find the sticker on my car..
Big fan of rigor and learning5This applies equally to financial models and pizza dough hydration ratios. The philosophy is consistent - always more to learn and a better way to be found..
I've been at Schwab6Approaching sabbatical number two. Roles covering FP&A, strategy and business intelligence responsibilities. Recipient of multiple corporate awards. for nine years,
working across strategy7Primarily focused on sustainable systems.,
financial planning8Ideas are easy, harder is developing the plans to make them real. Skilled at breaking big goals into small bites and finding a way to make them happen.,
and business intelligence.
I hold an MBA from CU Boulder9Graduated top of MBA program. Go Buffs, unless they are playing the Rams.
and a B.S. from Colorado State10Studied Business Administration - Corp Finance and Investment Analysis, Summa Cum Laude.
Go Rams, unqualified..
Outside of work I fish11Vacation is unnecessary unless fishing is involved. Favorite spots include Kodiak, Cabo, Ontario.
Allegedly spent a few summers mowing lawns at a resort in Canada.,
garden12Raised beds in Centennial - lisianthus, dahlias, strawberries, tomatoes. Tried planting before Mother's Day, didn't work out well.,
cook13Backyard smoking, custard-base NYT ice cream, COVID sourdough convert, Ooni pizza - all taken unreasonably seriously.,
tackle home improvement projects14Tile, carpentry, electrical, paint. Recently finished a bathroom remodel and know too much about Schluter products.
and look up at the night sky through a telescope15Enamored with our place in the universe and this pale blue dot.
Dobsonian 8" for visual - Saturn is #1. Learning astrophotography with an AT80EDT refractor, working towards having prints for sale..
I play guitar16Settled in as a four-chord performer - you'd be surprised how many songs that covers.
and I'm part of the Colorado Avalanche faithful17Of all the unimportant things, hockey is the most important.
Lifelong fan since the Nordiques moved to Denver in '96. Rarely miss a game..
I also track macro themes18Fascinated with markets. However, as they say... time in market > timing the market.
more than is strictly necessary.
If any of these items are of interest, feel free to reach out19Email: Rhett.Smallwood57@gmail.com!