Charles Schwab

Software Engineering Manager

2017 - 2025 (8 years)

Enterprise Scale

Production systems serving millions of users

30M+
Clients Served
10K+
Financial Consultants
8
Years Experience

Key Technical Initiatives

Led technical projects across ML engineering, cloud infrastructure, and data automation

ML Engineering

Productionalized machine learning models in Salesforce serving millions of clients. Attrition prediction and upselling models integrated into CRM workflows.

  • Production ML models in Salesforce ecosystem
  • Serving 30+ million client accounts
  • Real-time predictions for financial consultants
  • Integration with existing CRM workflows

Cloud Migration

Built automated frameworks for migrating on-premises systems to Google Cloud Platform. Created reusable patterns for enterprise cloud adoption.

  • Automated migration frameworks for GCP
  • On-premises to cloud transition patterns
  • Infrastructure as code implementations
  • Enterprise compliance and security

Data Automation

Created BI frameworks for data warehouse operations and automated reporting systems for internal analytics teams.

  • Business intelligence frameworks
  • Data warehouse automation
  • Reporting system architecture
  • Analytics team tooling

Leadership & Team Impact

Engineering management and technical mentorship

As Software Engineering Manager, led technical initiatives across multiple teams while mentoring engineers and coordinating cross-functional projects. Responsible for technical decision-making, architecture guidance, and ensuring delivery of production systems at enterprise scale.

  • Led technical initiatives across ML engineering, cloud infrastructure, and data automation
  • Mentored team members on technical approaches and best practices
  • Coordinated cross-team projects with dependencies across multiple systems
  • Made architectural decisions for systems serving millions of users
  • Managed technical debt while delivering new capabilities
  • Balanced innovation with enterprise stability requirements

Enterprise Technologies

Production systems at financial services scale

Python Pandas PyTorch PySpark Docker Salesforce Google Cloud Platform SQL Server PostgreSQL Tableau Bamboo JFrog

Experience building and maintaining production systems in regulated financial services environment with strict compliance, security, and reliability requirements.

What Schwab Experience Demonstrates

Enterprise capabilities beyond startup projects

  • Enterprise Scale: Built systems serving 30+ million users, not demos or prototypes
  • Team Collaboration: 8 years working in large organization proves ability to collaborate, not just solo work
  • Production Reliability: Financial services requires 99.9%+ uptime and zero tolerance for errors
  • Regulatory Compliance: Experience with compliance requirements, security audits, and regulated environments
  • Technical Leadership: Led initiatives, mentored engineers, made architectural decisions affecting millions
  • Sustained Delivery: 8 years of continuous contribution shows reliability and long-term thinking
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