Palin Liu

Palin Liu is the Head of Client Experience at Charles Schwab, overseeing Institutional Services since April 2018, where responsibilities include leading client experience initiatives and segment ownership. Previous roles at Schwab include Director of Retail Strategy and Senior Manager of Corporate Strategy, focusing on retail strategy and special projects. Prior experience includes working in tech and media investment banking at Code Advisors, providing M&A advisory and capital raising services, and serving as an Associate at EY-Parthenon. Early career roles involved equity research at Pacific Crest Securities and product management internships at Equinix and Samepage. Palin Liu holds a Master’s Degree in Finance and a Bachelor of Arts in Economics from Claremont McKenna College.