Sergio C.

Sergio C. is a seasoned financial services professional with extensive experience at Charles Schwab, currently serving as Managing Director of Trader Service since July 2021. Prior to this role, Sergio held various leadership positions at Charles Schwab, including Vice President of Client Service & Support, where responsibilities included overseeing retail service across multiple business lines and spearheading the establishment of the Dallas Fort-Worth campus. Previous roles also encompassed strategic leadership within the Austin retail contact center and oversight of speech analytics across several locations. Sergio began a career in the industry at CyberTrader, Inc., where leadership included managing customer service teams and providing support to high-profile trading clients. Educational credentials include a Bachelor of Arts in Economics from The University of Texas at Austin and completion of the Securities Industry Institute® program at The Wharton School.