Jeannie Bidner

Managing Director, Branch Network, Specialized Teams for Advice & Relationships
Certified Financial Planning™ designation, Series 7, 63, and 24 licenses
Charles Schwab & Co. Inc.
Jeannie Bidner

Jeannie Bidner is a Managing Director within the Branch Network at Charles Schwab & Co. Inc. (Schwab). She has been with the firm since 2006 and is responsible for leading and executing on the strategy for our Specialized Teams for Advice & Relationships.

Prior to her current role, Jeannie held various positions at Schwab, including most recently, leading 6 regions and over 90 branch offices in the geographic Western Division. Jeannie started her Schwab career working directly with clients as a Financial Services Professional and spent 3 years in the Learning & Development organization prior to leading Field Enablement teams providing project, change management and communications support for the primary retail business lines.

Jeannie received a Bachelor of Science degree in Business Finance from Colorado State University and has obtained her FINRA Series 7, 63, and 24 licenses and the Certified Financial Planning™ designation in addition to completion of the 3-year Securities Industry Institute® at Wharton. She serves on the Board of Advisors for the Business School at the University of Colorado (Denver campus), she is a steering committee member of the City of Lone Tree Planning Commission, she is a Board Member for the Lone Tree Arts Center and she serves as Executive Sponsor for the Women's Interactive Network at Schwab (WINS).

Education
B.S. in Business Finance, Colorado State University Fort Collins