Steve Hall
About Steve Hall
Steve Hall is the Managing Director of the Integration Management Office at TD Ameritrade and a Board Member at the Cystic Fibrosis Foundation.
Current Role at TD Ameritrade
Steve Hall has been serving as the Managing Director of the Integration Management Office at TD Ameritrade since 2020. In this role, he focuses on integration strategies, ensuring smooth transitions and maximizing operational efficiencies within the organization.
Past Roles at TD Ameritrade
Steve Hall has held various positions at TD Ameritrade over the years. From 2018 to 2020, he was the Managing Director of Retail Strategy & Analytics. Prior to that, he served as the Director of Scottrade Integration, Client Experience from 2016 to 2018. Between 2012 and 2018, he was the Director of Business Development in the Greater Omaha Area. He also held roles as Director of Banking & Cash Management (2010-2012), Director of Strategy & Analysis (2010), Director of Analysis, Planning, & Reporting (2005-2010), Senior Financial Analyst of Finance (2002-2005), and Registered Representative of Retail (1999-2002).
Board Membership
Since 2012, Steve Hall has served as a Board Member for the Cystic Fibrosis Foundation in the Greater Omaha Area. In this capacity, he contributes to strategic planning and governance to support the foundation's mission.
Educational Background
Steve Hall has an extensive educational background. He earned a degree in Accounting from the University of Nebraska at Omaha between 2002 and 2005. He holds a Master's degree in Business - Finance from Bellevue University, obtained from 2000 to 2002. Additionally, he achieved a degree in Business Administration from Midland University, where he studied from 1995 to 1999.
Role at Charles Schwab
At Charles Schwab, Steve Hall leads the Integration Management Office. He is responsible for achieving $2 billion in target synergies through expense mapping and synergy planning. He also focuses on creating and maintaining tracking systems to monitor the financial health of acquisitions and explores additional revenue synergy opportunities beyond initial deal model assumptions.