Verified recordFinancial Services

Andrew Heinzerling

Senior Manger, Project Management at Charles Schwab

Based in United States

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Seniority

Other

Department

Other

Location

United States

Industry

Financial Services

Company size

34K

Contact information

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Email

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a•••••••@schwab.com

Phone

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Background

About Andrew Heinzerling

As a results-driven Program Manager and strategic leader, I bring over 20 years of experience managing complex programs, streamlining operations, and delivering results that exceed expectations. My expertise lies in driving cross-functional alignment, improving processes, and championing innovative solutions that add measurable value to organizations. At Charles Schwab and TD Ameritrade Institutional, I’ve led award-winning initiatives, including the transformative TD Ameritrade Institutional Model Market Center and the LINC National Conference, both of which have been recognized for excellence in their respective fields. My leadership approach is rooted in collaboration, data-driven decision-making, and a commitment to fostering team success. Some highlights of my career: • Spearheaded the development of centralized intake and prioritization processes, improving operational efficiency and visibility across teams. • Managed industry-leading strategic programs, such as the ETF Market Center, setting new standards for client offerings. • Championed Lean implementation for 100+ associates, driving sustained process improvements and organizational growth. • Built comprehensive reporting frameworks for senior leadership, enabling data-backed strategic planning and communication. I hold certifications in SAFe Lean Portfolio Management, Scrum Mastery, and Product Ownership, complemented by technical proficiency in tools such as Smartsheet, JIRA, and Microsoft Suite. I thrive at the intersection of strategy, execution, and collaboration, delivering not just what’s needed, but what’s possible.

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