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Kathie Chao

Managing Director, Wealth Offers, Operations & Strategy

Kathie Chao is a seasoned professional with over 15 years of experience in creating products and strategies globally to meet client needs. Currently serving as the VP and Journey Owner at Schwab's Digital Accelerator, she is spearheading the establishment of the team in San Francisco from the ground up, focusing on recruiting top talent, utilizing iterative prototyping for cutting-edge digital experiences, and introducing efficient work practices. Kathie thrives on tackling challenging issues and fostering cohesive teams.

Kathie's educational background includes an MBA and Masters in International Studies from The Wharton School, as well as a degree in AB Government from Harvard University. Her extensive career journey features roles like Managing Director in various departments at Charles Schwab, Director positions, and experience at reputable firms like The Boston Consulting Group, General Mills, Tremblant Capital, and J.P. Morgan.

Through her leadership roles at Charles Schwab, Kathie Chao has honed her expertise in wealth management, digital retail, cross-enterprise platforms, client experience, and retail strategy. Her diverse experiences have equipped her with a holistic understanding of business operations, enabling her to drive innovation and create impactful solutions.

Kathie Chao
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Location

San Francisco, California, United States