Charles Schwab

Former EVP Business Technology Solutions - LPL Financial

Prior to joining LPL in January of 2009, Mr. Schwab spent much of his 28 year IT career in senior leadership positions in financial services and software industries at leading firms including American Express, Intuit, Lehman Brothers, Mercury Interactive and Charles Schwab.  Most recently he led Enterprise Applications and Contact Center Solutions at Intuit. As CIO at Mercury Interactive he built a high performing global IT organization enabling maturation of sales, financial and operational processes through four years of tremendous growth. At American Express, Mr. Schwab led Global Financial technologies deploying ‘follow the sun’ applications enabling corporate restructuring and migration to a global shared services model. As EVP of Production Services, Charlie is accountable for the delivery of a stable, secure and high performing technology infrastructure that 3,600 internal personnel, 14,600 independent advisors and hundreds of financial institutions rely on to run their business. Charlie’s mission is to provide leading engineering, customer focused support, operational excellence and innovation that fuels LPL to be the best and largest independent advisory services provider. Charlie is a member of the Society for Information Management, SIM San Diego. Mr. Schwab holds a Bachelor of Business Science degree with a concentration in finance and economics from Long Island University.  He obtained his Series 7 registration while at Lehman Brothers.

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