DC
Deborah Chaffee
Managing Director, Risk, Control and System Optimization at Charles Schwab Trust Bank
Charles Schwab•Austin, Texas, United States
View LinkedIn ProfileExperience29+ Years
LevelCXO
Career Timeline
- Charles SchwabCurrent2000–Present· 26 yrs 9 mos
- Managing Director, Risk, Control and System OptimizationCurrentJul 2021–Present
- Vice PresidentMar 2020–Jul 2021
- Managing Director2000–Mar 2020
- May 1997–Oct 2000· 3 yrs 5 mos
- Vice President and Trust OfficerMay 1997–Oct 2000
Education
BS
Business
Presbyterian CollegeMBA
Pfeiffer UniversityExecutive Relationship Map
Reports To
Deborah Chaffee
Vice Chair & President
Chief Financial Officer
Chief Technology Officer
Chief Operating Officer
Skills & Expertise
Project ManagementWealth ManagementVendor ManagementManagementMutual FundsBusiness Process ImprovementMergers & AcquisitionsRetirementRetirement PlanningStrategic PlanningPensionsAsset AllocationFinancial ServicesInvestments401kProcess ImprovementEmployee BenefitsDerivativesMergersBanking