Schwab Workplace Services Employee Directory

Financial ServicesOhio, United States10001+ Employees

Our approach to workplace benefits helps your company stand out from the rest, and it starts with the employee experience. We help your employees understand their retirement and equity benefits, so they can work toward their goals with confidence. Because when they feel good about their benefits, they feel good about where they work—helping to make your company stronger. 
We help employees take control of their finances with easy-to-use tools, award-winning online education, and personal financial guidance. But the support doesn’t stop with your employees: You can consider us a part of your team. Our technology lightens your workload to help you see the big picture. And our dedicated service team offers you support whenever you need it. 
We get to know your employees’ goals—and yours—inside and out. We’re by your side every step of the way. Let’s work together to deliver benefits that put your people first. 
For other business disclosures please visit: https://workplacefinancialservices.schwab.com/content/WSdisclosure
Social Media Disclosures: https://www.aboutschwab.com/social-media
©2025 Charles Schwab & Co., Inc. All rights reserved. 
(0825-NL8J)

Find Schwab Workplace Services employees' phone numbers or email addresses

Schwab Workplace Services Global Highlights

Location
Employees

North America
139

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  • United States Of America
    139

Europe
6

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  • Italy
    3
  • Romania
    1
  • Portugal
    1
  • Croatia
    1

Schwab Workplace Services's Leadership

  • Stylized image of a person
    B. F.
    Chief Executive Officer
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    P. R.
    Vp Financial Consultant, Senior Client Relationship Advisor
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    N. E.
    President
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    T. D.
    President
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    D. P.
    Partner
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    M. G.
    Vice President, Retirement Plan Sales, Eastern Region
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    C. B.
    Vice President, National Sales Manager
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    M. F.
    Vice President, Retirement Plan Sales
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Schwab Workplace Services Employee Metrics

100%
50%
0%
2026
2025
2024
  • Consultant
  • Program & Project Management
  • Operations
  • Analytics
  • Business
  • Other
  • Sales
  • Administrative
  • Human Resources

Contact profiles from Schwab Workplace Services

Name
Title
Contact Info
Location
Last Update
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    R. T.
    Managing Director, Stock Plan Services
    Phone icon
    Bay
    Sep 11, 2025
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    L. M.
    Director, Strategic Relationships, Client Relationship Management
    Phone icon
    United StatesTexas
    Oct 25, 2025
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    S. K.
    Director Of Compliance
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    United StatesWisconsin
    Nov 16, 2025
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    M. F.
    Compliance Director
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    Apr 08, 2024
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    V. P.
    Director, Multi-Asset Research
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    Aug 06, 2025
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    C. N.
    Practice Leader, Relationship Manager
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    United StatesTexas
    Oct 21, 2025
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    T. W.
    Sr. Relationship Manager
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    United StatesTexas
    Oct 19, 2025
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    A. R.
    Sr. Manager, Client Experience
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    United StatesTexas
    Nov 18, 2025
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    M. A. C.
    Senior Relationship Manager
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    United StatesTexas
    Nov 13, 2025
  • Stylized image of a person
    D. D.
    Client Service Manager
    Phone icon
    United StatesColorado
    Nov 15, 2025

Frequently Asked Questions

What is Schwab Workplace Services known for?

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Schwab Workplace Services was founded in 1973 operates in the Financial Services industry. Explore Schwab Workplace Services's company overview page for more information.

What is Schwab Workplace Services's most common email format?

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Schwab Workplace Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Schwab Workplace Services email formats with LeadIQ.

How many employees does Schwab Workplace Services have currently?

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Schwab Workplace Services has approximately 10K employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Schwab Workplace Services's key employees and leadership?

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As of December 2025, Schwab Workplace Services's key employees include:

  • Chief Executive Officer: B. F.
  • Vp Financial Consultant, Senior Client Relationship Advisor: P. R.
  • President: N. E.
  • President: T. D.
  • Partner: D. P.

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