Sid Basu, CFA, CPA, is a finance leader with over 15 years of experience in capital markets strategy, M&A, and treasury management, holding an MBA from Wharton. Currently serving as the Director of Treasury Capital Markets at Charles Schwab, they lead the Market Risk function, advising senior leadership on strategic asset allocation and risk management. Previously, Sid provided advisory services to Fortune 500 companies and multinational corporations, optimizing capital structure and implementing innovative risk mitigation strategies. They also held leadership roles at Chatham Financial, where they guided significant financial operations and product development, and at Ernst & Young, where they focused on SEC matters and M&A advisory.
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