Ana Schmidt

VP - Assistant Branch Manager

+1 408-522-3014

Financial credentials

  • Series 7, 9, 10, 63, 65, 66 Securities Licenses

Experience

23 years of professional experience

  • VP - Assistant Branch Manager, Charles Schwab, 2021-present
  • Chief of Staff, Operational Services, Charles Schwab, 2009-2020
  • Chief of Staff, Schwab Advisor Services, Charles Schwab, 2007-2009
  • Director, Service Design and Implementation, Charles Schwab, 2005-2007
  • Director, Cost Leadership Initiative, Charles Schwab, 2004-2005
  • Director, Business Development, Schwab Charitable, Charles Schwab, 2002-2004

Education

  • University of Colorado Boulder, Bachelor of Science, Business Administration and Management
  • The Wharton School, Executive Leadership Program

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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