| Walter William Bettinger |
Walter William Bettinger is a businessperson who founded The Hampton Co., Inc. and who has been at the helm of 8 different companies. Currently, he is Co-Chairman & Chief Executive Officer at The Charles Schwab Corp. and Co-Chairman of Charles Schwab Bank, ssb, Co-Chairman of the Board & Chief Executive Officer at Charles Schwab & Co., Inc. (Broker), Co-Chairman of Charles Schwab Premier Bank and Co-Chairman at Charles Schwab Trust Bank (589496) (which are all subsidiaries of The Charles Schwab Corp.). Mr. Bettinger is also on the board of 7 other companies.
Walter William Bettinger previously was President & Chief Executive Officer at The Hampton Co., Inc., Principal at Westfield Group (Ohio), Executive Vice President for Charles Schwab & Co., Inc. and President of Schwab Investor Services.
He received an undergraduate degree from The Ohio University. |
| Dennis Howard |
Dennis Howard is currently the Chief Information Officer & Managing Director at The Charles Schwab Corp. He is also an Independent Director at SolarWinds Corp. Previously, he held the position of Senior Vice President-Core Technology Services at Charles Schwab & Co., Inc. from 2014 to 2016. Before that, he served as the Chief Information Officer & Senior Vice President at Visa, Inc. from 2002 to 2014. Additionally, he was a Senior Vice President at Core Technology Services, Inc. from 2014 to 2016. Mr. Howard holds a graduate degree from Baylor University and an undergraduate degree from the University of Texas at San Antonio. |
| Stacy Hammond |
Stacy Hammond is currently the Chief Marketing Officer at The Charles Schwab Corp. Mr. Hammond has an MBA from Yale University and an undergraduate degree from Pomona College. |
| Jonathan M. Craig |
Jonathan M. Craig is currently employed as MD, Head-Investor Services & Marketing at The Charles Schwab Corp. and as Vice President at Schwab Investor Services. He previously worked as Head-Marketing & Sales at AT&T, Inc. Mr. Craig obtained his undergraduate degree from McGill University in 1993 and his MBA from the University of California, Berkeley in 2000. |
| Peter B. Crawford |
Peter B. Crawford is currently the Chief Financial Officer & Managing Director at The Charles Schwab Corp. He is also a Director at Charles Schwab & Co., Inc., TD Ameritrade Holding Corp., and Charles Schwab & Co., Inc. Mr. Crawford previously worked as a Director-Business Development at Excite@Home Corp. and as an Engagement Manager at McKinsey & Co., Inc. He also held the position of Engagement Manager at McKinsey & Co., Inc. do Brasil Consultoria Ltda., McKinsey & Co. (Hong Kong), and Mckinsey & Co., Inc. (California). Mr. Crawford received his undergraduate degree from Yale University in 1990 and his MBA from Stanford Graduate School of Business in 1995. |
| Nigel J. Murtagh |
Nigel J. Murtagh is currently working as the Chief Risk Officer & Managing Director at The Charles Schwab Corp. and Charles Schwab & Co., Inc. He previously held positions as Vice President-Capital Markets Credit Risk at Bank of America Corp., Commissioned National Bank Examiner at the U.S. Department of the Treasury, and Head-Fixed Income Research at Charles Schwab Investment Management, Inc. Mr. Murtagh obtained his undergraduate and MBA degrees from Arizona State University and W.P. Carey School of Business. |
| Neesha Hathi |
Neesha Hathi is currently a Director at Cigna Holding Co. and an Independent Director at The Cigna Group. She is also the Managing Director, Head-Wealth & Advice Solutions at The Charles Schwab Corp. Ms. Hathi previously held positions as the Chief Digital Officer at Charles Schwab & Co., Inc., Director at Charles Schwab Foundation, Director at International Museum of Women, Director at American Heart Association (Greater Bay Area), Chief Operating Officer at Schwab Performance Technologies, Inc., and Member-Governors Board at Boys & Girls Clubs of San Francisco. Ms. Hathi received her undergraduate degree from the University of Michigan in 2000 and her MBA from Anderson School of Management in 1995. |
| Tim Heier |
Tim Heier is currently the Chief Technology Officer & Managing Director at The Charles Schwab Corp. He has been in this position since 1999. Prior to his current role, he obtained a graduate degree from California State University-East Bay in 1998 and an undergraduate degree from the University of California, Berkeley in 1990. |
| Charles Robert Schwab |
Charles Robert Schwab is the founder of Charles Schwab, Hong Kong, Ltd. (founded in 1997), The Charles Schwab Corp. (founded in 1986), and Charles Schwab & Co., Inc. (founded in 1971). He is currently the Co-Chairman of The Charles Schwab Corp. and Charles Schwab Bank, SSB. He is also the Chairman of Charles & Helen Schwab Foundation, San Francisco Museum of Modern Art, JustAnswer LLC, and a Trustee at Stanford University. In his former positions, he served as Chairman & Chief Executive Officer of Schwab Corp., Chairman-Trustees Board of Schwab Annuity Portfolios, Schwab Capital Trust, Charles Schwab Family of Funds, Schwab Investments, Laudus Institutional Trust, and Laudus Trust. He was also a Director at Gap, Inc., Bank of America Corp., Siebel Systems, Inc., Yahoo!, Inc., US Trust Corp., and United States Trust Co., NA. Mr. Schwab received his undergraduate degree from Stanford University in 1959 and his MBA from Stanford Graduate School of Business in 1961. |
| Joseph Raymond Martinetto |
Joseph Raymond Martinetto is currently serving as the Co-Chairman at Charles Schwab Bank, SSB since 2023. He also holds the position of Chief Operating Officer & Managing Director at The Charles Schwab Corp. since 1997. Additionally, he is a Director at TD Ameritrade Holding Corp. In his former roles, Mr. Martinetto served as the Chief Executive Officer & Director at Charles Schwab Bank, SSB from 2010 to 2020. He was also a Director at Wit Capital Group, Inc. Furthermore, he held the position of Chief Operating Officer, Director & MD at Charles Schwab & Co., Inc. from 1997 to 2023. Prior to that, he worked as a Vice President & Manager at First Interstate Bancorp (California) from 1984 to 1996. He also served as a Senior Assistant Treasurer at Transamerica Corp. and as a Senior Vice President at Transamerica Finance Corp. Moreover, he held the role of Senior Vice President at First Interstate Bank (Billings, Montana) from 1984 to 1996. Additionally, he served as a Trustee at Schwab Annuity Portfolios, Charles Schwab Family of Funds, Laudus Trust, Schwab Investments, Schwab Capital Trust, and Schwab Strategic Trust from 2016 to 2022. Mr. Martinetto completed his undergraduate studies at Claremont McKenna College. He also holds an MBA from the University of California, Berkeley. |
| Richard A. Wurster |
Mr. Richard A. Wurster, CFA MBA, is a President at The Charles Schwab Corp., a President at Charles Schwab Investment Advisory, Inc. and a President at Charles Schwab Investment Management, Inc. He is on the Board of Directors at The First Tee.
Mr. Wurster was previously employed as a Chief Executive Officer by Windhaven Investment Management, Inc., a Chief Executive Officer by ThomasPartners, Inc., a Vice President & Portfolio Manager by Wellington Management Co. LLP, an Associate Principal by McKinsey & Co., Inc., and a Principal by Bain & Co., Inc.
He received his undergraduate degree from Villanova University and an MBA from Tuck School of Business at Dartmouth. |
| Charles A. Ruffel |
Charles A. Ruffel is the founder of Asset International, Inc. (1989) and Kudu Investment Management LLC. He is currently an Independent Director at The Charles Schwab Corp., a Director at Charles Schwab Bank, SSB, and an Independent Non-Executive Director at EnTrust Global Emerging Markets Holdings NV. His former positions include Chief Executive Officer & Managing Partner at Kudu Advisors, LLC, Director at Case Interactive Media, Inc., and Director at Aspire Financial Services LLC, among others. He holds graduate degrees from The Trustees of Columbia University in The City of New York and the University of Cambridge. |
| Arun Sarin |
Arun Sarin is the founder of Trepont Acquisition Corp. I, which was founded in 2020. He held the title of Chairman at the company. Mr. Sarin's current job is Independent Chairman at Cerence, Inc., which he started in 2019. He is also currently serving as an Independent Director at The Charles Schwab Corp., Director at Mobileum, Inc., Independent Director at Accenture Plc, Non-Executive Director at ANI Technologies Pvt Ltd., Director at Rainshine Entertainment Pvt Ltd., Non-Executive Director at Ola Electric Mobility Ltd., Director at Ola Financial Services Pvt Ltd., and Director at Lifelink Systems, Inc. Mr. Sarin's former positions include Vice Chairman & Chief Executive Officer at Avantax, Inc., Chief Executive Officer & Director at Vodafone Group Plc, Chief Executive Officer at Accel-KKR LLC, Chief Executive Officer-USA & Asia Pacific Region at Vodafone AirTouch Plc, Group Chief Executive Officer at Vodafone US, Inc., Chief Executive Officer at Vodafone US, Inc., Chief Executive Officer at Infospace, Inc., Chief Executive Officer at Vodafone Asia Pacific Ltd., Vice Chairman at Vodafone India Ltd., Chairman at Airlinq, Inc., Independent Non-Executive Director at Cisco Systems, Inc., Director at Cisco Systems, Inc., Director at Gap, Inc., Independent Director at Safeway, Inc., Director at Devicescape Software, Inc., Independent Director at Blackhawk Network Holdings, Inc., Director at Ondot Systems, Inc., Non-Executive Director at Bank of England, Director at Aricent, Inc., President & Chief Operating Officer at AirTouch Communications, Chief Financial Officer & Vice President at Pacific Bell Telephone Co., and Vice President-Corporate Strategy at Pacific Telesis Group. Mr. Sarin's education includes a graduate degree and an MBA from the University of California, Berkeley, and an undergraduate degree from the Indian Institute of Technology Kharagpur. |
| Christopher Vincent Dodds |
Mr. Christopher V. Dodds is a Co-Founder & Managing Member at Crown Oak Advisors LLC, an Independent Director at Conifer Financial Services LLC and a Senior Advisor at Cynosure Group /Private Equity/. He is on the Board of Directors at The Charles Schwab Corp. and Conifer Financial Services LLC.
Mr. Dodds was previously employed as an Independent Director by Investment Technology Group, Inc., an Officer by American Hawaii Cruises, Inc., a Board Member by Avalon Advisors LLC, a Senior Vice President-Sales by Expesite LLC, a Treasurer by Exxon Corp., a Treasurer by Gulf Oil LP, and a Senior Advisor by The Carlyle Group LP (Corporate Private Equity). He also served on the board at The TCW Group, Inc., Cost Plus, Inc., Baron Capital, Inc., Coinbase Global, Inc. and US Trust Corp.
He has an M.B.A. in Finance from the University of Pittsburgh and a B.S. in Management from Clemson University. |
| Joan T. Dea |
Joan T. Dea founded Beckwith Investment Corp. in 2008, where she is working as Managing Director from 2013 and Beckwith Investments LLC in 2008, where she is working as Managing Director from 2008. Ms. Dea also currently works at LEAP: The Pecaut Centre For Social Impact, as Chairman, The Charles Schwab Corp., as Independent Director from 2017, Cineplex, Inc., as Independent Director from 2006, Charles Schwab Bank, SSB, as Director from 2011, Cineplex Entertainment LP, as Director, Cineplex Entertainment Corp., as Director from 2006, and Yale University, as Member-Development Council. Ms. Dea also formerly worked at The National Ballet of Canada, as Vice Chairman, Old PSG Wind-down Ltd., as Independent Director from 2015 to 2017, Torstar Corp., as Independent Director from 2009 to 2015, The Boston Consulting Group, Inc., as Director & Partner from 1994 to 2003, Women's Initiative, as Director, Banque Chemical du Canada, as Director, GLOBALGIRL Media, as Director, Cineplex Galaxy Income Fund, as Trustee from 2006 to 2011, BMO Financial Group, Inc., as EVP, Head-Strategic Management & Marketing from 2003 to 2008, Luminator USA, as Founding Partner, Marin Academy, as Trustee, The Canada Consulting Group, Inc., as Partner, and CivicAction Leadership Foundation, as Member-Steering Committee. Ms. Dea received her undergraduate degree from Yale University and graduate degree from London School of Economics & Political Science. |
| Frank C. Herringer |
Frank C. Herringer is an Independent Director at The Charles Schwab Corp., a Director at Cardax Pharma, Inc., a Director at Charles Schwab Bank, SSB, a Director at Aegon U.S. Corp., and a Director at Tuck School of Business at Dartmouth. He is also a Trustee at California Pacific Medical Center Foundation. Previously, he served as Chairman at Transamerica Corp., Chairman at AEGON USA LLC, and Independent Director at Amgen, Inc., among other former positions. He received his undergraduate and MBA degrees from Dartmouth College. |
| Marianne C. Brown |
Marianne C. Brown is an Independent Director at International Business Machines Corp., The Charles Schwab Corp., Akamai Technologies, Inc., and Northrop Grumman Corp. She is also a Director at Charles Schwab Bank, SSB. Ms. Brown has held former positions as President, Chief Executive Officer & Director at Omgeo LLC, Chief Executive Officer at Securities Industry Automation Corp., Independent Director at VMware, Inc., and General Manager-Brokerage Processing Services at Automatic Data Processing, Inc. She was also Co-Chief Operating Officer & Executive VP at Fidelity National Information Services, Inc. and Chief Operating Officer at SunGard Financial Systems. Ms. Brown received her undergraduate degree from Concordia College (Minnesota). |
| Todd M. Ricketts |
Todd M. Ricketts is currently the Vice Chairman of The National World War II Museum, Inc. He is also an Independent Director at The Charles Schwab Corp., a Director at Chicago Baseball Holdings LLC, World Bicycle Relief, Opportunity Education Foundation, Offsite LLC, Charles Schwab Bank, SSB (starting in 2023), and a Co-Owner of JBE Riding Group LLC. In the past, Mr. Ricketts served as an Independent Director at TD Ameritrade Holding Corp. from 2015 to 2020 and from 2011 to 2014. He was also a Director at Chicago Cubs Baseball Club LLC, a Principal at InspereX LLC, and a Member of Housing Opportunities for Women. Mr. Ricketts obtained his undergraduate degree from Loyola University of Chicago in 1993. |
| Stephen A. Ellis |
Stephen A. Ellis is an Independent Director at The Charles Schwab Corp. and a Director at Renaissance Learning, Inc., DreamBox Learning, Inc., Greenhouse Software, Inc., Melanoma Therapeutics Foundation, EverFi, Inc., and Attainment Holdco LLC. He previously served as an Independent Director at e.l.f. Beauty, Inc., Managing Director at Bain & Co., Inc., Director at Asurion LLC, Managing Partner at TPG Capital LLC, Trustee at The Bridgespan Group, and Principal at Knowledge Edge Corp. Ellis holds an MBA from Stanford University and an undergraduate degree from the University of California, Berkeley. |
| Gerri Martin-Flickinger |
Gerri Martin-Flickinger is an Independent Director at The Charles Schwab Corp., a Director at Ellucian Co. LP, and a Member of the Wall Street Journal Cio Network. She was previously an Independent Director at Tableau Software LLC, the Chief Information Officer & Senior Vice President at Adobe, Inc., a Principal at Chevron Corp., the Chief Technology Officer & Executive VP at Starbucks Corp., and the Chief Information Officer at VeriSign, Inc. and Networks Associates, Inc. She also served as the Chief Information Officer at Mcafee Associates, Inc. Ms. Martin-Flickinger received an undergraduate degree from Washington State University. |
| Mark A. Goldfarb |
Mark A. Goldfarb was the founder of SS&G, Inc. founded in 1987, where he held the title of Senior Managing Director from 2012 to 2015. He is currently an Independent Director at The Charles Schwab Corp. since 2012 and a Director at Charles Schwab Bank, SSB since 2021. Mr. Goldfarb's former positions include Senior Managing Director at SS&G Financial Services LLP from 1987 to 2015, Trustee at Schwab Strategic Trust from 2009 to 2012, and Managing Partner-Ohio Region at BDO USA PC from 2015 to 2021. He was also the President at Cascade Capital Corp. Mr. Goldfarb received his undergraduate degree from the University of Akron. |
| John K. Adams |
John K. Adams is an Independent Director at The Charles Schwab Corp. and a Director at Charles Schwab Bank, SSB. He was previously an Independent Director at Navient Corp. and a Managing Director-Financial Institutions Group at UBS Investment Bank. He also served as a Director & Vice President at Good Shepherd Services (New York). Adams holds an MBA from Harvard University and an undergraduate degree from Boston College. |
| Paula A. Sneed |
Paula A. Sneed is the founder of Phelps Prescott Group LLC, which was founded in 2007. She is currently the Chairman of FII-National, Director of Berry Global, Inc., Director of NewSchools Venture Fund, Director of The Family Independence Initiative, and Director of Surge Institute. She previously held positions as an Independent Director of Airgas, Inc., Director of Hercules, Inc., Independent Director of Berry Global Group, Inc., Independent Director of TE Connectivity Ltd., Director of The American Marketing Association, Director of Teach For America, Inc., Director of Communispace Corp., Director of Turnaround for Children, Inc., Director of TE Connectivity Corp., Director of TE Connectivity Germany GmbH, Director of Right To Play USA, and EVP-Global Marketing Resources & Initiatives of Mondelez International, Inc. She also held Vice President positions at Kraft Foods Group, Inc. and General Foods Corp. She has a Bachelor's degree from Simmons University and a Master's in Business Administration from Harvard Business School. |
