The Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States and is one of the largest brokerage firms in the United States.

Finance

Charles Schwab

Charles Schwab's headquarters in San Francisco, CA, United States

Rick Wurster

Neesha Hathi

Nikhil Sudan

Tim Heier

Michael Verdeschi

Peter J. Morgan III

Dennis Howard

Omar Aguilar

Jonathan S. Beatty

Shannon Jurecka

Chad Nichols

Jason Worthen

Nigel J. Murtagh

Jonathan M. Craig

Karelle P.

Elyn Davis

Ali Barodawala

Erika Berg

Tyrone Bennett

John Dang

Julie Harrington

Beth Nikolayevsky

Desserea George

David Umeda

Brad Kusak

John Isenberg

Jenna Ferar

Greg Baker

Andrea H.

Uriel Santiago

Shannon Stepper

Adam Charles

Dee Dee Li-Kha

Sayeed Ahmed

Jason Clague

Riyaz Vali

Catherine Macgregor

Zara R.

Kristine Dixon

Ryan Chadwick

Craig Loewenstein

Lisa Kidd Hunt

Mike Verdeschi

Stacy Hammond

Christopher Wyse

Steve Anderson

Carrie Schwab-Pomerantz

Frank C. Herringer

Marianne C. Brown

Stephen A. Ellis

Joan T. Dea

Arun Sarin

Charles R. Schwab

Paula A. Sneed

Gerri K. Martin-Flickinger

Walter W. Bettinger II

John K. Adams Jr.

Charles A. Ruffel

Christopher V. Dodds

The Software Development and Engineering team at Charles Schwab is responsible for designing, building, and maintaining innovative software solutions that enhance customer experiences and streamline banking and brokerage operations. This team focuses on developing robust, accessible platforms, implementing quality assurance practices, and driving technological advancements to support the company’s strategic objectives. Team members collaborate across various roles to ensure high-performance systems that meet regulatory standards and user needs.

Software Development and Engineering

The Sales and Client Relations team at Charles Schwab focuses on building and maintaining strong relationships with clients to enhance their investment experience. They provide tailored financial advice, manage client portfolios, and facilitate investment strategies across various asset classes. This team collaborates closely with portfolio managers and financial consultants to ensure that clients receive personalized solutions that align with their financial goals.

Sales and Client Relations

The Leadership Team at Charles Schwab is responsible for setting the strategic direction and overseeing the operational execution of the company’s banking and brokerage services. Comprising executives from various areas such as finance, technology, risk management, and operations, this team ensures alignment across all divisions, drives innovation in financial services, and enhances client experiences while maintaining regulatory compliance and operational efficiency.

Leadership Team

The Quality Assurance and Testing team at Charles Schwab plays a critical role in ensuring the reliability, functionality, and security of the company’s banking and brokerage platforms. This team employs a mix of manual and automated testing strategies to identify defects, enforce quality standards, and validate software performance, ultimately delivering a seamless user experience for clients. By collaborating closely with development teams, the QA and Testing team helps safeguard the integrity of Schwab’s financial services offerings.

Quality Assurance and Testing

The Risk Management and Compliance team at Charles Schwab is responsible for identifying, assessing, and mitigating risks across the organization to ensure regulatory compliance and safeguard company assets. This team collaborates with various departments to implement risk management strategies, monitor compliance with financial regulations, and maintain the integrity of data protection and security measures. Through proactive oversight and auditing practices, they help uphold the firm’s reputation and compliance with industry standards.

Risk Management and Compliance

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Charles Schwab

Org chart

Board & advisors

Teams

Software Development and Engineering

Sales and Client Relations

Leadership Team

Quality Assurance and Testing

Risk Management and Compliance

Offices

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Charles Schwab

Org chart

Board & advisors

Teams

Software Development and Engineering

Sales and Client Relations

Leadership Team

Quality Assurance and Testing

Risk Management and Compliance

Offices

Related companies

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