10 Charles Schwab customer service leaders
Valiere Simpson, Head of Client Service & Support, Charles Schwab, is the most senior of these Charles Schwab customer service leaders, who also include managing directors and directors of client service and support. A reader can learn how customer service leaders work at Charles Schwab from people who have held the role.
Professionals to explore
Benjamin Rouch
LinkedInExperience: Managing Director, Client Service & Support · Charles Schwab
Benjamin Rouch has been Managing Director, Client Service & Support at Charles Schwab since June 2026, based in Westlake, Texas. Benjamin Rouch was Executive Director, Head of Client Welcome Group at J.P. Morgan Securities, LLC from 2023 to 2026 and Managing Director, Retail Service and Support at TD Ameritrade from 2020 to 2021.
Bruce Clark
LinkedInExperience: Director- Client Service & Support · Charles Schwab
Bruce Clark has been Director- Client Service & Support at Charles Schwab since June 2021. Bruce Clark was Managing Director- Client Service & Support at Charles Schwab from 2014 to 2021 and Senior Manager- Schwab Trading Services there from 2009 to 2014.
Dave Kriesand
LinkedInExperience: Managing Director, Client Service & Support · Charles Schwab
Dave Kriesand has been Managing Director, Client Service & Support at Charles Schwab since September 2019. Dave Kriesand was Vice President, Customer Experience Center at Banner Health from 2015 to 2019 and Vice President, Merchant Servicing | Americas at American Express from 2011 to 2015.
Gautam Vangala
LinkedInExperience: Managing Director, Client Service & Support · Charles Schwab
Gautam Vangala has been Managing Director, Client Service & Support at Charles Schwab since April 2019. Gautam Vangala was a Senior Vice President at Fidelity Investments from 2000 to 2019, and the profile says Gautam Vangala has held senior management positions in brokerage, distribution, call center operations and enterprise compliance.
Lily Balboa
LinkedInExperience: Director Client Service and Support · Charles Schwab
Lily Balboa has been Director Client Service and Support at Charles Schwab since April 2015, based in El Paso, Texas. The profile headline reads Director, and this Charles Schwab role, which has no end date, is the only work row the profile shows in its experience list.
Rumi Kuli
LinkedInExperience: Managing Director, Designated Brokerage Services & WFS Participant Services · Charles Schwab
Rumi Kuli has been Managing Director, Designated Brokerage Services & WFS Participant Services at Charles Schwab since January 2022, responsible for the Designated Brokerage Services business vertical and the contact centers for Workplace Financial Services. Rumi Kuli was Head of Compliance Solutions at Charles Schwab from 2018 to 2022.
Tyler Ehlers
LinkedInExperience: Director, CS&S Participant Services - RPS · Charles Schwab
Tyler Ehlers has been Director, CS&S Participant Services - RPS at Charles Schwab since April 2026 and has also been listed as Director, Client Service & Support there since March 2022. Tyler Ehlers was Sr. Team Manager, Client Service & Support at Charles Schwab from 2020 to 2022.
Val Rouch
LinkedInExperience: Director, Client Service and Support · Charles Schwab
Val Rouch has been Director, Client Service and Support at Charles Schwab since January 2022. Val Rouch was Director, Invest Customer Care at Ally from 2020 to 2021 and Senior Manager, Private Client Services at TD Ameritrade from 2019 to 2020, according to the profile.
Valiere Simpson
LinkedInExperience: Head of Client Service & Support, Charles Schwab · Charles Schwab
Valiere Simpson has been Head of Client Service & Support, Charles Schwab at Charles Schwab since January 2026, a role the profile places in the Customer Service department at Head level. Valiere Simpson was also Managing Director, Client Service and Support at Charles Schwab from 2021 to 2026 and Managing Director, Investor Services at TD Ameritrade from 2018 to 2021.
Walter Mack
LinkedInExperience: Director, Client Service & Support · Charles Schwab
Walter Mack has been Director, Client Service & Support at Charles Schwab since March 2025. Walter Mack was Senior Manager, Service Onboarding and Development at Charles Schwab from 2022 to 2025 and Manager, Member Brokerage Service there from 2020 to 2021.
Choose the right perspective
Match the person's area, such as client service and support, workplace participant services or designated brokerage services, to the question you bring. Check when each person started the current role, since a recent start and a long tenure give different views of the work.
Questions to take into the conversation
- 01What did you focus on first when you took on your client service role at Charles Schwab?
- 02How do you decide which client requests should be handled digitally and which need a service professional?
- 03What has your own work taught you about developing team managers into service leaders?
Reaching Charles Schwab customer service leaders
How can I contact one of these Charles Schwab customer service leaders?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 1 company: Charles Schwab, based on profile data retrieved on October 27, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach Charles Schwab customer service leaders?
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What if they don't reply?
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About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.