Jason Clague

Jason Clague is Managing Director, Head of Operations, responsible for overseeing all operational transactions for clients currently doing business with Charles Schwab & Co., Inc. (Member SIPC), and Charles Schwab Bank.  He also leads the Transformation Services organization that is responsible for supporting large scale business transformation efforts to fuel growth and deliver industry-leading client experiences.  He has been the Executive Program Lead for the integration planning and execution of the TD Ameritrade acquisition and the client conversion to Schwab.  

Prior to his current role, Clague was responsible for trading activities, overseeing two teams—trading and trading operations. His area of focus included equity, options and fixed income capital markets trading, trading operations, margin services, security and market data platforms, and risk management. He also managed Schwab's fixed income product and trading teams, and was responsible for all aspects of Schwab's fixed income product offerings including trading, product management, risk management, and trading operations.

Before joining Schwab in December of 2009, Clague spent four years at Barclays Global Investors in San Francisco (acquired by BlackRock in 2009) as global head of business strategy for the firm's cash and money market fund business. Prior to Barclays, he spent 10 years at J.P. Morgan, where he held a variety of management positions in institutional asset management and private banking groups in the firm's New York, Paris, and London offices.

Clague earned a Bachelor of Arts from St. Lawrence University in Canton, New York, and his Master of Business Administration from Babson College in Wellesley, Massachusetts. Clague is a Chartered Financial Analyst (CFA) charterholder.