Geoffrey Dailey
Managing Director, Head of Risk & Governance for Wealth Management
Charles Schwab•Denver, Colorado, United States
View LinkedIn ProfileExecutive Overview
With over a decade of experience in financial services, currently serving as Managing Director of WAS Risk & Governance at Charles Schwab, designing efficient governance frameworks to enable new products and services to get to market quickly. Focus on process improvement and workflow design to enhance operational efficiency and mitigate risks. Committed to fostering collaboration and supporting a culture of accountability to align with Charles Schwab’s mission of delivering trusted financial solutions. Dedicated to enabling effective risk-based decision-making through thoughtful governance and risk oversight.
Career Timeline
- Charles SchwabCurrentMar 2014–Present· 12 yrs 7 mos
- Managing Director, WAS Risk and GovernanceCurrentDec 2022–Present
- Managing Director, Global Goverance & RiskMar 2022–Dec 2022
- Director, International Risk SolutionsAug 2017–Apr 2022
- Sr. Manager, International Complex Risk2016–Aug 2017
- Manager, Risk & ComplianceMar 2015–2016
- Risk & Compliance AnalystMar 2014–Mar 2015
- Jul 2013–Aug 2013· 1 mo
- Law ClerkJul 2013–Aug 2013
- Aug 2012–2013· 5 mos
- Mortgage AnalystAug 2012–2013
- 2011–Aug 2011· 7 mos
- Law Clerk2011–Aug 2011
- Jun 2010–Aug 2010· 2 mos
- Legal InternJun 2010–Aug 2010
Education
Masters of Science in Finance & Risk Management
Specialization in Commodities & Financial Risk Management
University of Colorado Denver
Doctor of Law (J.D.) & International Law Certificate
International Business, Trade, and Tax Law
University of Denver - Sturm College of Law
Bachelor of Arts (B.A.)
Political Studies & Economics
Queen's University