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Work Background
The Forum GroupDirector, Asset Management
Apr. 2025Minneapolis–Saint Paul, Wisconsin, United States
StevenDouglasVice President - Wealth Management
Sep. 2024 - Feb. 2025Minneapolis–Saint Paul, Wisconsin, United StatesWith 20 years of experience in recruiting for top Financial Services firms in the U.S., I have specialized in Capital Markets, Investment Banking, Broker-Dealer sectors, Wealth Management, and RIAs. My focus includes Select Advisory, Portfolio Management, Compliance, Business Development, Relationship Management, Retirement Services, Wealth Planning, and Client Services - most of which have been at the executive level. I believe in building strong partnerships with clients and candidates, grounded in trust and aimed at long-term success. I’m committed to understanding your unique needs and priorities to provide tailored, effective solutions that result in lasting relationships.
TriSearchVice President, Client Success | Financial Services Practice Lead
Nov. 2022 - Sep. 2024Greater Minneapolis-St. Paul AreaTriSearch is an International full-service talent acquisition firm that helps clients fill roles and improve their internal recruiting operations. Recognized by Forbes and Hunt Scanlon as a Top Nationwide Recruitment Firm, TriSearch provides Customized Partnership Recruiting for filling multiple roles at all levels, Targeted Single Search, and Recruitment Enablement Solutions. TriSearch offers customizable and scalable talent solutions that focus on a client’s specific requirements. TriSearch places professionals at all levels and across all functional areas, throughout the United States, Canada, and Europe. For more information, please visit www.trisearch.com or reach out to [email protected].
Charles SchwabSr. Manager, Talent Acquisition
Aug. 2020 - Oct. 2022As a Senior Manager of Talent Acquisition, I lead a team of talent acquisition professionals in delivering innovative recruiting solutions for the entire enterprise of Charles Schwab & Co. Talent Consulting Specialties: • Partnering with senior leaders to identify how changes in business strategy impact talent needs • Guide talent acquisition team to provide strategic recruiting plans for their assigned business groups, based on strategic priorities, business needs and workforce plans • Lead talent acquisition team in generating innovative ideas, leveraging resources, and sharing information to develop effective sourcing strategies and candidate profiles
Charles SchwabSenior Executive Talent Advisor - Manager
Feb. 2019 - Aug. 2020St. Paul, MNSenior Executive Recruiter for Charles Schwab & Company responsible for helping the firm find the best talent to meet its mission and goals. The position manages the employment brand as well as the hiring manager and candidate experience on assignments across all facets of the firm.
Charles SchwabExecutive Talent Advisor
Jan. 2015 - Feb. 2019St. Paul, MNSupport executive recruiting for Charles Schwab as a full cycle executive recruiting advisor advocating for business leadership in proactive candidate relationship management, candidate development, employment brand management and the candidate experience on assignments across all facets of the firm at the officer level. Manage full cycle recruiting from job spec creation and role leveling to interview coaching and offer negotiation; firm-wide pipeline creation and management; train recruiters on interview techniques, candidate nurturing as well as career coaching warm and cold leads.
Colorado State UniversityVisiting Instructor
Jun. 2014 - Aug. 2024Fort Collins, Colorado AreaPartner with and Lecture for CSU's College of Business and HR track students in undergraduate studies and graduate programs with an emphasis on interacting with recruiters and Financial Services organizations, interviewing and branding awareness, and negotiation and market intel as it relates to compensation and human resources; presenting with a strong focus on the philosophical components of ethics, human interactions, self awareness and the importance of the existential self within the paradigm of professional work settings and how we navigate through them. Keynote speaker for CSU's annual Honors Society dinner and annual Women in Business Summit. Judge at annual Business Ethics Case Competition
Spencer StuartResearch Analyst
Aug. 2013 - Jan. 2015Fort Collins, CO
The Santa Fe V.I.P.Editor and Formal Contributor
Feb. 2010 - Mar. 2012Santa Fe, NMRegular contributor to the social and tourism site, www.thesantafevip.com where I covered local and national politics, college lectures, public book readings, interviewed comedians, actors, activists, writers, and artists. As part of my connection with The V.I.P., I hosted the notorious Poetica night at the Historic El Farol on Canyon Road in Santa Fe.
Spencer StuartPractice Analyst Financial Services
Jun. 2006 - Aug. 2013Santa Fe, NM to Fort Collins, COProactively and reactively research Global Financial Services with a primary emphasis on Real Estate, Asset/Wealth Management, Investment Banking and Global Banking and Markets. This position requires comprehensive knowledge of the North American financial services industry and contingent trends, translating trends, and preparing all pertinent information into various MS Word, Excel, and Power Point presentations in order to best prepare company associates and consultants when meeting with potential clients. Comprehensive knowledge of internet research. Using Nexis, Google, Hoovers, and Factiva in order to gather hard-to-find information throughout the web in short periods of time while organizing details for multiple simultaneous projects in order to meet various project deadlines. From 2007 to 2009, lead a team of three analysts: delegating work and various assignments, making schedules and training them in the Financial Services field.
Spencer StuartPractice Analyst - India
Jan. 2006 - Jun. 2006Santa Fe, NMAssisted in cultural establishment of SS office in Mumbai from Santa Fe: used personal and professional knowledge of customs and culture-specific protocol which I translated to documents that were distributed firm-wide to assist fellow analysts and associates when dealing with clients and colleagues in Mumbai and India abroad.
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