The Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States and is one of the largest brokerage firms in the United States.

Finance

Charles Schwab

The Westlake office specializes in wealth management, client services, investment consulting, and financial advisory solutions.

Westlake

The Lone Tree office focuses on trading, wealth management, and cybersecurity solutions, supporting branch network operations.

Lone Tree

The Austin office specializes in financial services, software development, product management, and quality assurance.

Austin

Rick Wurster

Neesha Hathi

Shannon Jurecka

Tim Heier

Nikhil Sudan

Dennis Howard

Nigel J. Murtagh

Chad Nichols

Stacy Hammond

Jason Worthen

Christopher Wyse

Zara R.

Mike Verdeschi

Tom Bradley

Ali Barodawala

Tyrone Bennett

David Umeda

Adam Charles

Karelle P.

Ben Miller

John Isenberg

Kristine Dixon

John Dang

Beth Nikolayevsky

Erika Berg

Andrea H.

Greg Baker

Jenna Ferar

Desserea George

Ryan Chadwick

Brad Kusak

Dee Dee Li-Kha

Sayeed Ahmed

Elyn Davis

Michael Verdeschi

Peter J. Morgan III

Paul V. Woolway

Lisa Kidd Hunt

Jonathan M. Craig

Jason Clague

Carrie Schwab-Pomerantz

Frank C. Herringer

Marianne C. Brown

Stephen A. Ellis

Joan T. Dea

Arun Sarin

Charles R. Schwab

Paula A. Sneed

Walter W. Bettinger II

John K. Adams Jr.

Charles A. Ruffel

Christopher V. Dodds

This department provides expert financial consulting services to clients, facilitating investment and financial decision-making.

Financial Consulting

The Software Development and Engineering team at Charles Schwab is responsible for designing, building, and maintaining innovative software solutions that enhance customer experiences and streamline banking and brokerage operations. This team focuses on developing robust, accessible platforms, implementing quality assurance practices, and driving technological advancements to support the company’s strategic objectives. Team members collaborate across various roles to ensure high-performance systems that meet regulatory standards and user needs.

Software Development and Engineering

This department provides comprehensive wealth management and advisory services to clients.

Wealth Advisory

This department focuses on providing expert financial advice and investment solutions to clients.

Investment Services

This department focuses on managing and enhancing client relationships, ensuring satisfaction, and providing support for new and existing clients.

Client Services

This department manages financial activities, including budgeting, reporting, and financial analysis.

Finance Department

Charles Schwab

Org chart

Board & advisors

Teams

Financial Consulting

Software Development and Engineering

Wealth Advisory

Investment Services

Client Services

Finance Department

Offices

Charles Schwab

Org chart

Board & advisors

Teams

Financial Consulting

Software Development and Engineering

Wealth Advisory

Investment Services

Client Services

Finance Department

Offices

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