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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.
Highlights
Loved getting to spend time with the team this week! Also… those of you who know me know I am deeply unathletic / highly uncoordinated / a total chicken. I call getting on a ropes course and not dying a win 😂
Can’t wait to work more together, WOOS team!! We can clearly do scary things together 🤪
Next week, I’ll be (officially!) moving to a new role supporting our Wealth Management offers, leaving the Retail Digital Team that I’ve worked with some form of starting 2018. It’s been an incredible ride, and as sad as I am to leave that team, I’m incredibly proud of the work we did together and am excited to cheer from the sidelines. Thank you team for everything, and you are in such good hands with my dear friend and colleague Amy B. Ruegg
Wealth Offers, Operations, and Strategy team - excited to see all we accomplish together. Let’s go!
