Ellen L.

Ellen L. has extensive experience in the financial services industry, currently serving in the Private Client Group at Dodge & Cox since March 2019. Prior to this, Ellen held senior management roles at Charles Schwab from October 2011 to March 2019, focusing on mutual fund and ETF product management, where responsibilities included competitive analysis, business intelligence, and product positioning. Ellen’s career at Charles Schwab & Co. from 1999 to March 2010 included roles as a Senior Bond Trader and Fixed Income Trader, consistently achieving high revenue production and contributions to trading operations. Ellen holds an M.B.A. from San Francisco State University, supplemented by a Graduate Certificate in Personal Financial Planning from UC Berkeley and a Bachelor's degree in Banking and Finance from San Francisco State University. Ellen also completed studies at Stanford Continuing Studies between 2015 and 2017.