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Charles Schwab-Joe Stockton (Long Post) #368

Open jaahmuhl opened 1 year ago

jaahmuhl commented 1 year ago

Raw Content: https://riverside.fm/dashboard/studios/office-hours-VN50E/recordings/f7cce0e3-2e32-48af-8bf7-583be0816fb9?share-token=695a12d1decb61fca044&content-shared=recording

Transcript: https://www.rev.com/transcript-editor/shared/36tDzUt-9KuEf_DQn9WZFpFDxEBXaS0us-9pA7PN-FminX6k_SK1ONH_EWSeHpFSn-_vohr_mEN8noBCKiySn0WEbA0?loadFrom=SharedLink

carolineradke commented 12 months ago

Cut out:

Before 00:13 (we) After 22:57 (on)

Opening Clip:

00:13 (we always) - 00:22 (really helpful)

INTRO

Hello hello everyone (EXCITED AND WITH ENERGY) welcome back to Office Hours. A show about how to make a successful jump from college to young professional life. We know that landing your first job can often be an intimidating, complicated and stressful process, but its not impossible! (UP ENERGRY) And we’re here to help by giving you acccess to some of the brightest minds in business to get their advice for how to build a successful career. Take what you can (short pause), pick what you like and listen for that stroke of brilliance that you can use to help you get hired.

BREAK 1

I’m Caroline Radke and on the show today is Joe Stockton, Managing Director at Charles Schwab. Joe's journey at Charles Schwab has been nothing short of remarkable. He joined the company in 2006, right after graduating from college. Over the years, he has grown both professionally and personally within the organization. Today, we delve into Joe's inspiring career path, the challenges he's faced, and the insights he's gained as he advanced to his current role as Managing Director at Charles Schwab.

BREAK 2

In the world of corporate success stories, there are individuals whose careers inspire us to believe that achievement is as unique as the person themselves. Today, we bring you one such exceptional story—a narrative filled with dedication, growth, and the pursuit of excellence. During our conversation, Joe provides a deep dive into his extraordinary career journey, making a significant transition from biotech and chemistry in college to now working in the financial services industry, and the ups and downs he's encountered over time.

Joe's journey began in 2006 when he graduated from college and joined Ameritrade, which later became TD Ameritrade, based in Omaha, Nebraska. He embarked on a path that led him to obtain FINRA securities licenses, including the Series 7, 4, 24, and 63, all in a few short years. His entrance into the finance industry wasn't predetermined; rather, it was a leap of faith that would set him on a course of professional growth.

Charles Schwab, a leading name in the world of financial services, provided the backdrop for Joe's transformative journey. Headquartered in San Francisco, Charles Schwab is a trusted name in the industry, known for its commitment to clients and innovation. Charles Schwab has 7.13 trillion USD in assets under management as of August 2022. As a company with a strong focus on serving investors, Charles Schwab continues to adapt to the changing dynamics of the financial marketplace.

Joe's story isn't just about individual success; it's a testament to the incredible opportunities that arise when one embraces change, remains open to diverse perspectives, and thrives on helping others succeed. His journey exemplifies the power of adaptability and resilience, offering a unique perspective on excelling in an ever-evolving corporate landscape.

Today, we'll explore Joe's insights into leadership, career development, and the importance of serving others. His narrative serves as a guiding light for those seeking to navigate their own unique path to success in the corporate world. This is a conversation filled with wisdom and inspiration, and it is truly engaging, so let's dive right in...

CAPTION:

Have you ever wondered if you need to be a finance major to break into the financial services industry? Have you ever wondered if personality tests really hold the key to self-discovery and career success in most companies? Join us with Joe Stockton, Managing Director at Charles Schwab, to hear about the essence of leadership, the importance of self-awareness, and the profound impact of servant leadership. Joe shares valuable insights on career development, emphasizing the significance of choosing an organization that truly values its clients and employees. He shares his perspective on the key to becoming a leader who inspires, motivates, and cares deeply for the success of others, and how you can achieve this too.

Interviewers: Brett Hummel Videographer: Bryan Acevedo

promazo #reallifemba #promazoexecinterviews #charlesschwab #managingdirector #financialservices #finance #youngprofessional #firstjob #careertransparency #networking #networkinghacks #leadership #careerhacks #careerhelp #entrepreneur #value

jaahmuhl commented 9 months ago

Cut out:

Before 00:13 (we) After 22:57 (on)

Opening Clip:

00:13 (we always) - 00:22 (really helpful)

INTRO

Hello hello everyone (EXCITED AND WITH ENERGY) welcome back to Office Hours. A show about how to make a successful jump from college to young professional life. We know that landing your first job can often be an intimidating, complicated and stressful process, but its not impossible! (UP ENERGRY) And we’re here to help by giving you acccess to some of the brightest minds in business to get their advice for how to build a successful career. Take what you can (short pause), pick what you like and listen for that stroke of brilliance that you can use to help you get hired.

BREAK 1

I’m Caroline Radke and along with my co-host Brett Hummel we have Joe Stockton, a Managing Director at Charles Schwab on the show today. Joe is one of the unique people who has stayed at his company throughout his career. He joined Ameritrade in 2006, right after graduating from college which recently merged with Schwab, and never looked back. Over the years, he has grown both professionally and personally within the organization. Today, we delve into Joe's inspiring career path, the challenges he's faced, and the insights he's gained as he advanced to his current role as Managing Director at Charles Schwab.

BREAK 2

In the world of corporate success stories, there are individuals whose careers inspire us to believe that achievement is as unique as the person themselves. Today, we bring you one such exceptional story—a narrative filled with dedication, growth, and the pursuit of excellence. During our conversation, Joe provides a deep dive into his extraordinary career journey, making a significant transition from biotech and chemistry in college to now working in the financial services industry, and the ups and downs he's encountered over time.

Joe's journey began in 2006 when he graduated from college and joined Ameritrade, which later became TD Ameritrade, based in Omaha, Nebraska. He embarked on a path that led him to obtain FINRA securities licenses, including the Series 7, 4, 24, and 63, all in a few short years. His entrance into the finance industry wasn't predetermined though; rather, it was a leap of faith that would set him on a course of professional growth.

Charles Schwab, a leading name in the world of financial services, provided the backdrop for Joe's transformative journey. Headquartered in San Francisco, Charles Schwab is a trusted name in the industry, known for its commitment to clients and innovation. Charles Schwab has 7.13 trillion USD in assets under management as of August 2022. As a company with a strong focus on serving investors, Charles Schwab continues to adapt to the changing dynamics of the financial marketplace.

Joe's story isn't just about individual success; it's a testament to the incredible opportunities that arise when one embraces change, remains open to diverse perspectives, and thrives on helping others succeed. His journey exemplifies the power of adaptability and resilience, offering a unique perspective on excelling in an ever-evolving corporate landscape.

Today, we'll explore Joe's insights into leadership, career development, and the importance of serving others. His narrative serves as a guiding light for those seeking to navigate their own unique path to success in the corporate world. This is a conversation filled with wisdom and inspiration, and it is truly engaging, so let's dive right in...

CAPTION:

Have you ever wondered if you need to be a finance major to break into the financial services industry? Have you ever wondered if personality tests really hold the key to self-discovery and career success in most companies? Join us with Joe Stockton, Managing Director at Charles Schwab, to hear about the essence of leadership, the importance of self-awareness, and the profound impact of servant leadership. Joe shares valuable insights on career development, emphasizing the significance of choosing an organization that truly values its clients and employees. He shares his perspective on the key to becoming a leader who inspires, motivates, and cares deeply for the success of others, and how you can achieve this too.

Interviewers: Brett Hummel Videographer: Bryan Acevedo

promazo #reallifemba #promazoexecinterviews #charlesschwab #managingdirector #financialservices #finance #youngprofessional #firstjob #careertransparency #networking #networkinghacks #leadership #careerhacks #careerhelp #entrepreneur #value

carolineradke commented 8 months ago

podcast intro

https://drive.google.com/drive/folders/1DDb10wazPZ_mMWSvJM8G991UlAP9p08H