Wealth management
10 Charles Schwab operations leaders
These ten people hold or have held operations leadership roles at Charles Schwab and Charles Schwab Investment Management, from chief operating officer posts to managing directors of operations. A reader can learn how operations leaders build and run their teams in financial services companies.
Professionals to explore
01—10Brian Neal, CFA
LinkedInExperience: Managing Director Of Operations · Charles Schwab
Managing Director Of Operations at Charles Schwab since April 2018, a Director-level role in Operations based in Denver, Colorado, according to the profile. Former Managing Director - Risk Management (2012–2018) and Equity Research Analyst (2009–2012) at Charles Schwab.
Dan Spadaccini
LinkedInExperience: Managing Director Operations · Charles Schwab
Managing Director Operations at Charles Schwab since November 2018, a Director-level role in General Management according to the profile, based in Longwood, Florida. Dan Spadaccini was Senior Vice President Operations at Broadridge from May 2015 to October 2018.
George Pereira
LinkedInExperience: Chief Operating Officer · Charles Schwab
Former Chief Operating Officer at Charles Schwab (2010–2020) and former Chief Financial Officer - CFO at Charles Schwab (2004–2015); the profile says that as Chief Operating Officer George Pereira focused on strengthening the broad operating environment and practices. Independent Director at State Street Investment Management Mutual Funds since September 2022.
Jason Clague, CFA
LinkedInExperience: Managing Director - Head of Operations · Charles Schwab
Former Managing Director - Head of Operations at Charles Schwab (2017–2025); the profile says Jason Clague was Head of Operations and leader of the company's firm-wide Transformation Management Office, and is a retired member of Schwab's Executive Council now serving as a senior advisor. Former Senior Vice President - Trading & Trading Operations at Charles Schwab (2012–2017).
Jason O'Connell, MBA
LinkedInExperience: Managing Director Fund Administration & Operations · Charles Schwab
Managing Director Fund Administration & Operations at Charles Schwab since November 2014, a role in which the profile says Jason O'Connell headed daily operations. Jason O'Connell was Vice President Fund Administration at J.P. Morgan from October 2004 to October 2014.
Jed Balce
LinkedInExperience: Managing Director Of Operations · Charles Schwab
Managing Director Of Operations at Charles Schwab, listed from April 1999 with no end date and based in San Francisco; the profile says Jed Balce has had responsibility over a number and a variety of groups at the company over the span of a career there.
Jessica (Buis) Seidlitz
LinkedInExperience: Chief Operating Officer · Charles Schwab Investment Management
Chief Operating Officer at Charles Schwab Investment Management since October 2024, a C-Level role according to the profile, and Chief Compliance Officer there since November 2023. Former Deputy Chief Compliance Officer at Charles Schwab (2020–2023) and Managing Director at Charles Schwab Investment Management (2013–2018).
Jonathan de St. Paer
LinkedInExperience: President and Chief Operating Officer, CSIM · Charles Schwab Investment Management, Inc.
Former President and Chief Operating Officer, CSIM at Charles Schwab Investment Management, Inc. (2021–2024), which the profile describes as a subsidiary of The Charles Schwab Corporation and the investment adviser to the Schwab Funds, Laudus Funds and Schwab ETFs. Former President and Head of Strategy and Product, CSIM (2019–2021) and President and Chief Executive Officer, CSIM (2018–2019).
Michael Conticello
LinkedInExperience: Managing Director- Bank Operations · Charles Schwab
Managing Director- Bank Operations at Charles Schwab since March 2021, a Director-level role based in Westlake, Texas, according to the profile. Former Managing Director, Payment Services and Document Strategy (2019–2021) and Director, Banking Operations (2015–2019) at TD Ameritrade.
Michael Haydel
LinkedInExperience: Managing Director, Head of Operations Transformation Organization · Charles Schwab
Managing Director, Head of Operations Transformation Organization at Charles Schwab since March 2021, a role the profile places in Schwab Operational Services. Former Senior Vice President, Middle Office Services (2015–2021) and Senior Vice President, Brokerage and Specialized Products (2011–2015) at Charles Schwab.
Choose the right perspective
Match the person's scope to your question: a chief operating officer or head of operations suits questions about running operations across a whole business, while a managing director of a specific operations group suits questions about day-to-day execution in that area. Check each person's dates so you know whether their Charles Schwab experience is current or from an earlier period.
Questions to take into the conversation
- 01How does a large brokerage organize operations so brokerage, banking and asset management processes stay consistent?
- 02What does an operations transformation program need to succeed in a regulated financial services firm?
- 03How should fund administration and operations teams be measured and staffed as assets grow?
Reaching Charles Schwab operations leaders
How can I contact one of these Charles Schwab operations 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 3 companies: Charles Schwab; Charles Schwab Investment Management and Charles Schwab Investment Management, Inc., based on profile data retrieved on October 7, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach Charles Schwab operations leaders?
You choose the offer, starting at $5 per person. It includes Instant Expert's 20% fee, so an offer that pays the person $100 costs you $125. You're charged only when the person books the call or sends the answer.
What if they don't reply?
You pay nothing. Instant Expert sends follow-up reminders, and if the person hasn't booked or answered within 7 days, the request expires and any hold on your card is released. You can invite several of the 10 people on this list at once and cap your total spend, so you pay only for the ones who accept.
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
Request a correction or removal