Tom Ocheltree

Vice President, Digital Solutions at Osaic

Tom Ocheltree is an accomplished professional with extensive experience in digital product management and solutions. Currently serving as Vice President and Senior Product Manager for Digital Solutions at Osaic since August 2021, Tom previously held multiple roles at Charles Schwab from March 2014 to August 2021, including Senior Team Manager for Digital Product Management and Senior Product Manager for Digital Trading Experiences. Earlier, Tom was associated with optionsXpress from January 2011 to March 2014, working in project management and operations. Tom earned a Bachelor of Business Administration in Finance from the University of Iowa in 2009.

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