Kathie Chao Email & Phone Number

Managing Director, Wealth Offers, Operations, and Strategy @ Charles Schwab

5 free lookup(s).

Kathie Chao Location

San Francisco, CA, US

Kathie Chao Work

2024 - now Managing Director, Wealth Offers, Operations, and Strategy @ Charles Schwab
2023 - 2024 Managing Director, Digital Retail @ Charles Schwab
2021 - 2023 Managing Director, Digital Cross-Enterprise Platforms @ Charles Schwab

2019 - 2021 Managing Director, Digital Onboarding and Activation @ Charles Schwab
2018 - 2019 Managing Director, Journey Owner, Digital Accelerator @ Charles Schwab
2017 - 2018 Managing Director, Offer and Wealth Management Solutions @ Charles Schwab
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2015 - 2017 Director, Client Experience @ Charles Schwab
2014 - 2015 Director, Retail Strategy @ Charles Schwab
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2010 - 2014 Project Leader @ Boston Consulting Group (BCG)
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2009 - 2009 Associate Marketing Manager Intern @ General Mills
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Kathie Chao Education

University of Pennsylvania - The Wharton School
2008 - 2010
Harvard University
2000 - 2004

Kathie Chao Skills

Due Diligence
Business Strategy
Leveraged Finance

Budgeting
Valuation
Marketing
Marketing Strategy
Finance
Business Development
Customer Service

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Kathie Chao Summary

Kathie Chao, based in San Francisco, CA, US, is currently a Managing Director, Wealth Offers, Operations, and Strategy at Charles Schwab. Kathie Chao brings experience from previous roles at Charles Schwab. Kathie Chao holds a 2008 - 2010 University of Pennsylvania - The Wharton School. With a robust skill set that includes Due Diligence, Business Strategy, Leveraged Finance, Budgeting, Valuation and more. Kathie Chao has 2 emails and 1 mobile phone numbers on RocketReach.

Kathie Chao Emails

Found 2 emails

Kathie Chao Phone Numbers

Found 6 phone numbers

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Kathie Chao

Managing Director, Wealth Offers, Operations, and Strategy at Charles Schwab

San Francisco, CA, US
2
- schwab.com
- gmail.com
5+
- 415706XXXX
- 617230XXXX
- 415269XXXX
- 415699XXXX
- 415699XXXX
- 415564XXXX

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Kathie Chao

Managing Director, Wealth Offers, Operations, and Strategy at Charles Schwab

San Francisco, CA, US
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- schwab.com
- gmail.com
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- 415706XXXX
- 617230XXXX
- 415269XXXX
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- 415699XXXX
- 415564XXXX
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