Executive Committee: Charles Schwab

Manager
Positions heldSince
Walter Bettinger

Walter Bettinger

63 year

Chief Executive Officer 2008-09-30
Stacy Hammond

Stacy Hammond

Sales & Marketing -
Jeff Edwards

Jeff Edwards

Investor Relations Contact -
Rick Wurster

Rick Wurster

51 year

President 2021-10-14
Dennis Howard

Dennis Howard

55 year

Chief Tech/Sci/R&D Officer 2014-08-31
Peter Morgan

Peter Morgan

59 year

General Counsel 2019-09-30
Corporate Secretary 2019-09-30
Jonathan Craig

Jonathan Craig

52 year

Sales & Marketing 1999-12-31
Tim Heier

Tim Heier

Chief Tech/Sci/R&D Officer 2014-09-30
Mitch Mantua

Mitch Mantua

Comptroller/Controller/Auditor 2015-12-31
Catherine M. Casey

Catherine M. Casey

Human Resources Officer 2017-03-31
Michael Verdeschi

Michael Verdeschi

Director of Finance/CFO 2024-09-30

Composition of the Board of Directors: Charles Schwab

Director
CommitteesSince
Chuck Schwab

Chuck Schwab

86 year

Chairman 1985-12-31
Arun Sarin

Arun Sarin

69 year

Governance Committee 2010-04-04
Nominating Committee 2010-04-04
Compensation Committee 2015-10-29
HR Committee
Governance Committee Chair
Nominating Committee Chair
Marianne Brown

Marianne Brown

65 year

Audit Committee 2020-03-12
Governance Committee Chair
Nominating Committee Chair 2015-03-18
Finance Committee Chair
Governance Committee 2023-12-11
Joan Dea

Joan Dea

60 year

Compensation Committee
Governance Committee 2017-10-18
Nominating Committee 2017-10-18
Audit Committee 2013-04-22
Frank Herringer

Frank Herringer

81 year

Compensation Committee 1995-12-31
Governance Committee Chair 1995-12-31
Nominating Committee Chair 1995-12-31
Stephen Ellis

Stephen Ellis

61 year

Audit Committee 2012-09-30
Governance Committee 2013-02-27
Nominating Committee 2013-02-27
Brian Levitt

Brian Levitt

76 year

Compensation Committee 2020-10-01
HR Committee 2021-08-10
Governance Committee 2021-08-10
John Adams

John Adams

68 year

Audit Committee Chair
Paula Sneed

Paula Sneed

76 year

Compensation Committee Chair 2020-12-30
Gerri Martin-Flickinger

Gerri Martin-Flickinger

61 year

Audit Committee 2020-07-31
Todd Ricketts

Todd Ricketts

54 year

Audit Committee 2020-10-01
Charles Ruffel

Charles Ruffel

68 year

Director/Board Member 2018-05-14
Independent Dir/Board Member 2018-05-14
Christopher Dodds

Christopher Dodds

64 year

Director/Board Member 2013-12-31
Walter Bettinger

Walter Bettinger

63 year

Chairman 2022-07-27
Bharat Masrani

Bharat Masrani

67 year

Director/Board Member 2020-10-01
Independent Dir/Board Member 2020-10-01
Carrie Schwab-Pomerantz

Carrie Schwab-Pomerantz

64 year

Director/Board Member 2022-10-25

Former Officers and Directors: Charles Schwab

Insider
Positions held
SinceUntil
Joseph Martinetto
Joseph Martinetto
Chief Operating Officer 2017-12-31 2024-06-27
Director of Finance/CFO 2006-12-31 2016-12-31
Roger Walther
Roger Walther
Director/Board Member 1988-12-31 2020-12-30
Independent Dir/Board Member 1988-12-31 2020-12-30
Stephen T. McLin
Stephen T. McLin
Director/Board Member 1987-12-31 2020-05-11
Independent Dir/Board Member 1987-12-31 2020-05-11
Robert Wilson
Robert Wilson
Director/Board Member 2002-12-31 2019-01-14
Independent Dir/Board Member 2002-12-31 2019-01-14
C. Preston Butcher
C. Preston Butcher
Director/Board Member 1987-12-31 2018-05-14
Independent Dir/Board Member 1987-12-31 2018-05-14
Nancy Hellman Bechtle
Nancy Hellman Bechtle
Director/Board Member 1991-12-31 2017-10-18
Independent Dir/Board Member 1991-12-31 2017-10-18
Carrie Elizabeth Dwyer
Carrie Elizabeth Dwyer
General Counsel 1995-12-31 2015-05-11
Corporate Secretary 1995-12-31 2015-05-11
William Aldinger
William Aldinger
Director/Board Member 2004-12-31 2010-05-12
Donald G. Fisher
Donald G. Fisher
Director/Board Member 1987-12-31 2008-12-31
Marjorie Magner
Marjorie Magner
Director/Board Member 2005-12-31 2008-05-20
Charles Goldman
Charles Goldman
Corporate Officer/Principal 2000-12-31 2007-12-31
Evelyn Dilsaver
Evelyn Dilsaver
Corporate Officer/Principal 1991-11-30 2007-06-30
Deborah McWhinney
Deborah McWhinney
Corporate Officer/Principal 2000-12-31 2007-05-20
James L. Bailey
James L. Bailey
Corporate Officer/Principal 2003-12-31 2007-02-28
David Bruce Yoffie
David Bruce Yoffie
Director/Board Member 2002-12-31 -
William Atwell
William Atwell
Corporate Officer/Principal 2000-07-31 2005-11-30
Nancy M. Bergstrom
Nancy M. Bergstrom
Corporate Officer/Principal 1985-12-31 2005-07-03
Alan Weber
Alan Weber
Corporate Officer/Principal - 2004-12-31
Lon Gorman
Lon Gorman
Director/Board Member 1996-05-31 2004-10-31
Daniel O. Leemon
Daniel O. Leemon
Corporate Officer/Principal 1995-08-31 2004-05-31
Neil I. Pohl
Neil I. Pohl
Corporate Officer/Principal - 2004-04-24
Gideon Sasson
Gideon Sasson
Chief Tech/Sci/R&D Officer 2003-12-31 -
Mary S. McLeod
Mary S. McLeod
Human Resources Officer 2000-12-31 2003-12-31
Brian Michael McDowell
Brian Michael McDowell
Corporate Officer/Principal - -
Jay L. Allen
Jay L. Allen
Chief Administrative Officer 2014-04-30 -
Human Resources Officer 2007-09-30 2014-04-30
John Coghlan
John Coghlan
Director/Board Member 1985-12-31 2002-12-31
Tom Carr
Tom Carr
Corporate Officer/Principal 1992-12-31 2002-05-30
Randy W. Merk
Randy W. Merk
Corporate Officer/Principal 2001-12-31 -
Joni R. Alt
Joni R. Alt
Corporate Officer/Principal - 2001-12-29
Geoffrey J. Penney
Geoffrey J. Penney
Chief Tech/Sci/R&D Officer 2001-10-31 -
Linnet F. Deily
Linnet F. Deily
Director/Board Member 1999-12-31 2000-12-31
Corporate Officer/Principal 1995-12-31 2000-12-31
Robert Straus
Robert Straus
Corporate Officer/Principal - 2000-12-30
Ben Douglas
Ben Douglas
Corporate Officer/Principal 1998-12-31 2000-12-30
Howard T. Alter
Howard T. Alter
Corporate Officer/Principal 1997-12-31 1998-12-31
Sean Mayberry
Sean Mayberry
Corporate Officer/Principal - 1998-12-30
Mary Templeton
Mary Templeton
General Counsel 1991-12-31 1997-12-31
G. Robert Hanley
G. Robert Hanley
Corporate Officer/Principal 1994-12-31 1997-12-30
Maurisa Sommerfield
Maurisa Sommerfield
Corporate Officer/Principal 1993-12-31 -
Beverly Troxler O'Grady
Beverly Troxler O'Grady
Director/Board Member 1991-12-31 1993-12-30
Jeffrey M. Lyons
Jeffrey M. Lyons
Corporate Officer/Principal 1983-12-31 -
Stacie Blair
Stacie Blair
Corporate Officer/Principal - -
Sean Kimble
Sean Kimble
Human Resources Officer - -
Joshua Greenberg
Joshua Greenberg
Corporate Officer/Principal - -
Jason Trow
Jason Trow
Corporate Officer/Principal - -
Joseph Vietri
Joseph Vietri
Corporate Officer/Principal - -
Suresh Kumar Reddy Muthukuru
Suresh Kumar Reddy Muthukuru
Corporate Officer/Principal - -
Leonid Blyukher
Leonid Blyukher
Corporate Officer/Principal - -
Heidi Francis-Paizis
Heidi Francis-Paizis
Human Resources Officer - -
Glenn S. Flego
Glenn S. Flego
Corporate Officer/Principal - -
Dean Douglas Kohmann
Dean Douglas Kohmann
Corporate Officer/Principal - -
Jim Conning
Jim Conning
Corporate Officer/Principal - -
Marc Edmondson
Marc Edmondson
Corporate Officer/Principal - -
Deb Casados
Deb Casados
Human Resources Officer - -
Jeannie Finkel
Jeannie Finkel
Human Resources Officer - -
Art Shaw
Art Shaw
Corporate Officer/Principal - -
Beth Devin
Beth Devin
Corporate Officer/Principal - -
Wilton Paul Risenhoover
Wilton Paul Risenhoover
Corporate Officer/Principal - -
Bing Chang
Bing Chang
Corporate Officer/Principal - -
Paul Joseph
Paul Joseph
Corporate Officer/Principal - -
Noor Sweid
Noor Sweid
Corporate Officer/Principal - -
Christi Olson
Christi Olson
Corporate Officer/Principal - -
Anthony M. Frank
Anthony M. Frank
Corporate Officer/Principal - -
Veronica Ortiz
Veronica Ortiz
Corporate Officer/Principal - -
Greg Gable
Greg Gable
Public Communications Contact - -
George Pratt Shultz
George Pratt Shultz
Director/Board Member - -
Carrie L. Boyko
Carrie L. Boyko
Corporate Officer/Principal 1990-12-31 1996-12-30
Rob Smith
Rob Smith
Corporate Officer/Principal - -
Rande Spiegelman
Rande Spiegelman
Corporate Officer/Principal - -
John D. Burke
John D. Burke
Corporate Officer/Principal - -
Stein Andre Olavsrud
Stein Andre Olavsrud
Corporate Officer/Principal - -
Brent DeVore
Brent DeVore
Corporate Officer/Principal - -
Yuko DuBois
Yuko DuBois
Corporate Officer/Principal - -
Salina W. Yeung
Salina W. Yeung
Corporate Officer/Principal - -
Ryan Lynn Brown
Ryan Lynn Brown
Corporate Officer/Principal - -
Debora Caley
Debora Caley
Corporate Officer/Principal - -
Richard G. Fowler
Richard G. Fowler
Investor Relations Contact - -
Petra Sipe
Petra Sipe
Corporate Officer/Principal - -
Mary Kelley
Mary Kelley
Sales & Marketing - -
Matt Blake
Matt Blake
Corporate Officer/Principal - -
Stephen John Dreiling
Stephen John Dreiling
Corporate Officer/Principal - -
Jason T. Rosener
Jason T. Rosener
Corporate Officer/Principal - -
Robert Klapper
Robert Klapper
Corporate Officer/Principal - -
Jeff Cusack
Jeff Cusack
Comptroller/Controller/Auditor - -
Scott E. Martin
Scott E. Martin
Corporate Officer/Principal - -
James Donelan
James Donelan
Chief Tech/Sci/R&D Officer - -
Mike Jump
Mike Jump
Corporate Officer/Principal - -
Anurang Revrei
Anurang Revrei
Corporate Officer/Principal - -
Mark Loehr
Mark Loehr
Corporate Officer/Principal - -
Richard Arnold
Richard Arnold
Director of Finance/CFO - -
Elsa Chan
Elsa Chan
Corporate Officer/Principal - -
Woodson M. Hobbs
Woodson M. Hobbs
Chief Tech/Sci/R&D Officer - -

Age distribution of managers

Parity Men Women

Male 22
Female 12

Of which Executive Committee

Male 10
Female 1

Of which Directors

Male 11
Female 5
ESG Refinitiv
B-

Environment

Emissions
Innovation
Use of resources

Social

Social commitment
Human Rights
Product liability
Human Resources

Governance

CSR Strategy
Management
Shareholders

Controversy

Controversy
Logo Charles Schwab
The Charles Schwab Corporation specializes in brokerage and banking services. Net sales break down by activity as follows: - brokerage and banking services to individual investors (73.6%); - investment services to institutional investors (26.4%). Besides, the group proposes retirement plans services. At the end of 2020, the products and services are ensured through a network of over 400 offices located in the United States. Moreover, The Charles Schwab Corporation is present in the United Kingdom, Porto Rico, Hong Kong and Singapor.
Employees
32,100
More about the company

Departures of Key Persons

Dave Pottruck
-
Dave Pottruck

Chief Executive Officer

1998-08-31 2004-07-19

David Fisher
-
David Fisher

Chief Executive Officer

2007-02-28 2007-09-30