Speaking History

Speaker at Money20/20 2017

Session Information

Terri R. Kallsen

EVP Investor Services
Charles Schwab
Speaking History

Speaker at Money20/20 2017

Session Information

Terri R. Kallsen leads Investor Services and is responsible for driving profitable, long-term growth and increasing client loyalty in the retail business, serving individual investors. Kallsen manages Schwab’s branch network, Independent Branch Services, client service and support, wealth management, financial planning, acquisition delivery, supervision and controls, portfolio consulting and optionsXpress. Previously, Kallsen led the Branch Network, where she was responsible for leading a nationwide network of over 300 retail branch offices dedicated to helping new and existing clients achieve their financial goals. She also served as senior vice president of Portfolio Consulting, responsible for the strategic growth and operations of Schwab’s multiple retail advisory services for affluent and high-net-worth investors. Kallsen joined Schwab in May of 2012, bringing with her over 20 years of financial services industry experience. Kallsen came to Schwab from USAA, where she was senior vice president of Wealth Management. At USAA, she led key enterprise strategies providing high-net-worth members with financial planning, risk management, asset accumulation, retirement income distribution and estate planning. Prior to joining USAA, Kallsen served as vice president for Thrivent Financial, where she provided strategic leadership to the sales and marketing process for insurance, investments and banking in 32 regional offices. Kallsen earned a Bachelor of Science degree from College of St. Benedict in St. Joseph, MN and a Master's degree from the University of Wisconsin. She is on the Board of Directors of The Charles Schwab Foundation and Charles Schwab Trust Company. Kallsen also serves on the Board of Trustees for the College of Saint Benedict. She previously served on the Board of Trustees for the American College, and is an active volunteer in the area of financial literacy. Kallsen is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Wealth Strategist®, a member of the Financial Planning Association and she holds the Series 6, 7, 24, 63, 65 and 66 securities registrations.