Sendwords
"Thank you, ______, for stepping in and covering Hightower while we were out of the office. We couldn't have done it without you—your support helped keep the partnership running smoothly!"
Who is Jake?
Made history for presenting the first ever AI session during Solutions this year, receiving praise for their effort and dedication.
Who is Lianne?
Made a hole-in-one at the age of 13 from 197 yards out. (Hold your applause)
Who is Mark?
The top case processor for the year, working a total of 2353 cases YTD.
Who is Ryan?
"WOW _______!!! AI would not be able to survive without you! The way you can see a problem and can find the error is unmatched! You go above and beyond to reach out to whoever it maybe to fix the error. Thank you for ALL you do!"
Who is Gio?
"Spoke with IA Cole about the SQN forced exit and______ did a great job explaining the situation in the initial call out. All I had to tell the IA is that yes, ______ is correct, what _______ said is factual. Thank you for an easy call on a tough subject!"
Who is Kas?
This Sr. Specialist tirelessly worked on the largest AI transition of assets to the tune of $1B for a firm that shall not be named....rhymes with Soap'n Park
Who is Kas?
Is/Has a twin.
Who is Ryan?
The top call taker for the year, answering a total of 1796 calls YTD.
Who is Selena?
"Thank you for always being a premier detective for our Team. The way you can dig into a situation and explain the details is amazing and so appreciated. Thank you for making my day, and everyone's day, better!"
"Thank you for your Partnership! You took ownership and followed through, I knew exactly what step in the process we were on and I was able to effectively communicate with the advisor and they appreciate all our our thoroughness and I couldn't have done it with out you, so Thank you again!"
Who is Xio?
Holds their CAIA Charter certification.
Who is Cordell?
Their favorite TV shows include Shoresy and Avatar the Last Airbender (Not the tall blue people)
Who is Autumn?
This Sr. Specialist ranks top in non-definitive language in their sentiment. (Least non-definitive language)
Who is Lauren?
"I really appreciate your help with these complex asset remediation emails. Especially since it is the day before force exit and everyone wants answers right now. I couldn't have made it without your wisdom and assistance."
Who is Laura?
"Great job ______!!
Nice job being a rock star for the AI Service team last week! You lead the team with 113 calls. That is 113 times that you were able to "Wow!" our advisors!
Keep up the great work and keep leading by example!!!"
Who is Autumn?
The most recent person on our team to pass the SIE.
Who is Selena?
Named their dog after Bucky Irving.
Who is Laura?
This Sr. Specialist maintains the highest Ownership sentiment on the team.
Who is Xio?
"Thank you for being a constant source of help, and the person who somehow always has the answer. Your knowledge, leadership, and good humor make the team better every single day. We’re lucky to have you!"
Who is Lianne?
"___________ helped me out with an IA that was calling about an email in the box. He was able to relay to her the progress I was doing on the back end and also helped with another email she sent by forwarding it to the right team. Thanks for the help!"
Who is Cordell?
This person is a Gallup Champion.
Who is Rachel G?
Favorite movies include:
Scarface, Goodfellas, The Godfather II
Who is Lauren?
Is the only Sr. Specialist with 100% contact name matching on SalesForce cases.
Who is Jake?
"Thank you for assisting us w/ contacting an SI firm regarding an upset client. We were feeling a bit lost about how to help this client and you were able to lend a hand in the best way possible.
Thank you for the great service and wonderful example of partnership between Schwab's businesses. Have a great day!"
Who is Rachel?