Meet the Branch Manager: Steve Stevens, Chicago, IL

Posted by Anna Sanford
May 17 2013
 

As part of our ongoing “Meet the Branch Manager” series, today we head to the Windy City to meet Steve Stevens, vice president and branch manager of Schwab’s Michigan Avenue, Wacker Drive and Lincoln Park branches.

Tags: employees | Schwab branches

Shovels turn on Schwab‘s new Colorado campus

Posted by Stephanie Corns
May 16 2013
 

It took 11 shovels to make it official, but a new Schwab campus is under way in Lone Tree, Colorado – the intended new work home for about 2,000 of our Denver-area employees.

Last week’s groundbreaking is just the latest sign of Schwab’s commitment to Colorado.

Tags: employees

40 years and counting

Posted by Lindsay Tiles
May 14 2013
 

We’re in birthday mode here at Schwab, having just hit the milestone of 40 years in business.  Like any good party, we’re making it last as long as possible with a host of activities planned over the next few months, including a pretty incredible interactive history exhibit that will be visiting nine of our major locations in the coming weeks.  More details and photos to come in an upcoming blog post!

Tags: employees

Long-term investing helped Eileen Birge retire early

Posted by Joan Cusick
May 13 2013
 

As a Baby Boomer, my idea of the American dream was to have it all. To raise smart and successful kids. To work hard at a rewarding career. To save and invest for a secure retirement. And, along the way, to give back to the community.

If you think that dream isn’t reality, meet Eileen Birge, who believes “the world should be a better place because we were here.”

Tags: clients | banking | investing | retirement

Jeff Feld calls the 401(k) an ‘All-American’ plan

Posted by Joan Cusick
May 06 2013
 

When I ask three different people to describe Jeff Feld, they all say: “He’s a Chicago guy.”

I’m not sure what that means. But when I step off the art deco elevator in his downtown Chicago building, Jeff is there to greet me – looking nothing like Mike Ditka, by the way. When I apologize for wimping out on an earlier interview, he jokes, “Wimping out is exactly what we called it.”

Tags: clients | retirement | 401k

Schwab’s Women Leaders in the Workplace and Community

Posted by Stephanie Corns
May 03 2013
 

As a new Schwab employee, I’ve had the opportunity to ask a lot of people here what makes Schwab so great.  The overwhelming response is “the people” – people who demonstrate extraordinary commitment to doing right by Schwab clients along with a genuine desire to do good in their communities.  Now that I’ve been on the job for several weeks, I’m starting to see what they mean.  And, apparently, so do others.

Tags: employees

Charles Schwab Bank celebrates 10 years of serving clients

Posted by Mike Peterson
Apr 30 2013
 

When clients kept asking us, “Why can’t my bank treat me the way Schwab does?” we responded by launching Charles Schwab Bank. As we celebrate the bank’s 10th anniversary, I had the chance to sit down with Paul Woolway, president of the bank, to talk about its history and its future.

Tags: banking | clients | investing | personal finance

Schwabbies Wax Poetic

Posted by Lindsay Tiles
Apr 30 2013
 

In honor of National Poetry Month, we’ve been tweeting a few haikus through our @charlesschwab Twitter handle.  The idea started with a few haikus penned by the public relations team, but when word spread, our colleagues in community services, recruiting and other departments chimed in with their 17 syllables.  Enjoy them all, and add your own investing haiku!

Tags: investing | volunteer

Jim Vanek takes a hands-on approach to life – and finances

Posted by Joan Cusick
Apr 29 2013
 

Jim Vanek retired as a corporate architect a little over a year ago, but he may never retire from being a hands-on problem-solver. That’s just who he is.

Tags: clients | retirement

Compliance Solutions helps Jack Olson turn “more” into “less”

Posted by Joan Cusick
Apr 25 2013
 

Compliance. It’s a word we hear more often these days – at least in a professional context – but it can mean different things to different people.

For the record, I’m talking about financial regulatory compliance with Jack Olson, who happens to be Chief Compliance Officer and Director of Finance for Wetherby Asset Management. In what Jack calls the “post-Madoff” world for registered investment advisors, compliance means more than just a set of rules and regulations that must be followed.

Tags: clients

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