Albers School of Business and Economics
Mentor Program

Annie Liu

VP-Branch Manager
Charles Schwab

Company Description

Charles Schwab’s purpose is to help everyone be financially fit. Through advocacy and innovation, Schwab has worked to make investing more affordable, more accessible and more understandable for all. For more than three decades, The Charles Schwab Corporation has been an advocate for individual investors and the independent advisors who serve them.

Job Description

Charles Schwab Branch Managers have responsibility for increasing the branch office’s revenues while expanding the client base. In this position you will work closely with your team of Financial Consultants (FC), and Associate Financial Consultants (AFC) both in implementing firm wide growth strategies and in developing strategies at the local level. As the leader of a Charles Schwab Branch you will inspire your team of professionals and Client Service professionals as they provide investment guidance and support to clients primarily through face to face meetings. Unlike no other job at Charles Schwab, the Branch Manager is the most critical role at the local market level, providing the service, advice, and leadership that have made us the force we are today.

Employment History

2000 - present - Charles Schwab & CO.,

Education

B.S. University of California, Irvine CFP designation Series 7, 63, 66, 9/10, 24

When and where do you hold meetings with your students?

Early mornings on Tuesdays in Bellevue. Either at my branch or nearby coffee shops.