Nikhil Sudan

Nikhil Sudan

Chief Strategy and Innovation Officer at Charles Schwab | YPO

Charles Schwab•San Antonio, Texas, United States

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Experience24+ Years
LevelCXO

Executive Overview

I serve as the Chief Strategy and Innovation Officer of Charles Schwab, a firm that has been a champion of investors for 50 years, and we continue innovating to offer our clients more modern ways to build and manage their wealth. I am distinctive at transforming top-tier, global investment firms - as a revenue leader, business operator and strategist. Through these transformations, I have focused on clients, grown revenue, boosted efficiency, redesigned how businesses operate internally, established external partnerships, and built high-performing teams.

Career Timeline

Professional employment history
  • Jun 2025–Present· 1 yr 4 mos
    • Chief Strategy and Innovation OfficerCurrent
      Jun 2025–Present
  • 2024–Jul 2025· 1 yr 6 mos
    • Operating Partner
      2024–Jul 2025
  • 2024–2025· 1 yr
    • Strategic Advisor
      2024–2025
  • 2020–2023· 3 yrs
    • President, Victory Capital InVest
      2020–2023
  • 2017–2021· 4 yrs
    • Partner
      2017–2021
  • 2015–2016· 1 yr
    • Partner, Chief Operating Officer
      2015–2016
  • 2010–2014· 4 yrs
    • Strategy and Transformation Leader
      2012–2014
    • General Manager, Technology
      2010–2012
  • 2005–2010· 5 yrs
    • Associate Partner, General
      2005–2010
  • 2004–2004· 0 mos
    • Summer Finance Associate
      2004–2004
  • 2002–2004· 2 yrs
    • Enterprise Strategic Initiatives Project Manager
      2002–2004

Education

Master of Business Administration (M.B.A.)

General Management

INSEAD

Bachelor's Degree

Computer Systems Engineering & Economics

Union College

High School

G.C.S.E Cambridge “A” Level examinations

Temasek Junior College

High School

C.B.S.E.

Mayo College, Ajmer

Executive Relationship Map

Reports To
Nikhil Sudan
Vice Chair & President
Chief Financial Officer
Chief Technology Officer
Chief Operating Officer

Executive Network Preview

BizKonnect has mapped this leadership network including reporting hierarchies, peer connections, and cross-functional relationships.

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Skills & Expertise

20 of 20 skills
Regulatory StandardsRelationship BuildingOperational ExcellenceCompetitive LandscapeSalesContract NegotiationBusiness InnovationTrading OperationsAcquisition IntegrationOperational EfficiencyInstitutional InvestmentsArtificial Intelligence (AI)Re-engineeringGrowth StrategiesStrategic ThinkingFinancial PlanningBroker-Dealer ComplianceOperational StrategyAnnual BudgetingWealth Management Services