Joan Ebersole

Joan Ebersole is an accomplished professional with extensive experience in finance and product management, currently serving as the Product Owner for Finance Systems Process Transformation and Managing Director of Client Reporting at Charles Schwab since October 2010. Ebersole has successfully developed and advocated for the vision and strategy of the client reporting department, overseeing tax reporting, statements, and trade confirmations while enhancing the overall client tax experience. Ebersole’s background includes leadership roles in various organizations, including project management at Cheiron Trading, serving as President of JRCT Group, and portfolio management at PEAK6 Investments and The Hull Group. Ebersole holds a B.S. in Finance from the University of Colorado Boulder and is pursuing a Master’s degree in Professional Accounting at Colorado State University Global. Additional qualifications include obtaining multiple FINRA licenses and receiving Key Contributor Awards for outstanding contributions.