James Kostulias

As Head of Trading Services, James Kostulias is responsible for leading the end-to-end client experience for traders at Schwab, including overseeing the award-winning¹ thinkorswim suite of trading platforms.

In his previous role as Managing Director in the Integration Management Office, Kostulias was responsible for integration planning and the execution of the TD Ameritrade Client conversion to Charles Schwab.

Kostulias has more than 25 years of experience in the financial services industry and has spent the bulk of those years with TD Ameritrade in leadership roles across its Retail, Technology, and Active Trader businesses. Prior to his work on the Schwab Integration, Kostulias was the Head of Retail Experience at TD Ameritrade, where he was responsible for the execution of the firm’s Retail Strategy, Client Experience, Digital Platforms, Learning and Development, Client Segmentation and LEAN Strategy.

Kostulias also led the TD Ameritrade and Scottrade Integration, served as Head of eCommerce, leading the digital strategy for web, mobile, social media, market data, and research, and held TD Ameritrade’s Chief Information Officer position, overseeing technology relationship management and project delivery for all business units.

Prior to joining TD Ameritrade, Kostulias was with Datek Online, where he held a variety of Operational Management Positions, and with Moody’s Investor Services, where he designed and implemented a Global Senior Credit Analyst Professional Development Training Program.

Kostulias is a board member and former President of the Wall Street Technology Association, previously sat on the FINRA Technology Advisory Committee, and is a graduate of the SIFMA Securities Institute Program at Wharton. Kostulias holds a bachelor’s degree in Business Administration from Rutgers University and Series 4, 7, 24 and 63 licenses.