Wealth management
10 Charles Schwab partnerships leaders
These ten current and former Charles Schwab partnerships leaders have held director and managing director roles in strategic partnerships, enterprise business development and banking business development at the company. A reader can learn how partnerships leaders work at Charles Schwab from people who have held the role.
Professionals to explore
01—10Adam Schwartz
LinkedInExperience: Managing Director, Enterprise Business Development · Charles Schwab
Managing Director, Enterprise Business Development at Charles Schwab since 2005, based in Newport Beach, California. Their profile describes Advisor Services enterprise business development work that drives new opportunities with critical enterprise business relationships by identifying growth trends and opportunities that fit each firm's business model. Earlier they were a Recruiter at Raymond James (2002–2005).
Alonso Tangarife, MBA
LinkedInExperience: Director of Business Development for Banking, Lending, and Trust Services · Charles Schwab
Director of Business Development for Banking, Lending, and Trust Services at Charles Schwab since 2025, after serving as Sr. Regional Banking Manager there (2020–2025) covering the Southeast US, according to their profile. Earlier they were Associate Director - Private Wealth Management Banker (NYC Market) at UBS (2014–2020) and Vice President - Investments at JPMorganChase (2010–2014).
Brooks Allen
LinkedInExperience: Director, Strategic Partnerships · Charles Schwab
Director, Strategic Partnerships at Charles Schwab since 2015, after serving as Senior Manager, Corporate Sponsorships there (2011–2015). Their profile describes experience valuing, negotiating and building programs and partnerships to support corporate sponsorship initiatives, along with integrated marketing campaigns. Earlier they were an Acquisition Marketing Consultant at Union Bank (2010–2011).
Chris Reedy
LinkedInExperience: Managing Director of Business Development · Schwab Advisor Services
Managing Director of Business Development at Schwab Advisor Services since 2022, which their profile headline describes as head of business development for Schwab Advisor Services. Earlier there they were Managing Director, Business Development, Western Division (2012–2022). Before Schwab they were a Vice President at Morgan Stanley (1998–2012). They are based in Chicago.
Danielle Gorman
LinkedInExperience: Director, AI Strategic Partnerships · Charles Schwab
Director, AI Strategic Partnerships at Charles Schwab since 2026, based in San Francisco, a role their profile lists at director level in general management. Earlier they were at Scale AI as Head of Enterprise Evals & Red Team (2025–2026), Head of Enterprise Red Team (2025), Head of Operations Excellence Quality (2023–2025) and in Strategy & BizOps (2022–2023).
Erik Almazan, MBA
LinkedInExperience: VP, Director Business Development, Enterprise RIA Banking · Charles Schwab
VP, Director Business Development, Enterprise RIA Banking at Charles Schwab since 2026, after serving as VP-UHNW Senior Banker there (2021–2026). Their profile describes a national business development role supporting enterprise registered investment advisors. Earlier they were AVP-Regional Bank Private Banker at Wells Fargo (2012–2021) and Senior Relationship Manager at JPMorganChase (2010–2012).
Joseph Munier
LinkedInExperience: Director of Business Development · Charles Schwab
Director of Business Development at Charles Schwab since 2026, based in the Salt Lake City area. Their profile headline describes driving growth and strategic partnerships across the Northwest, with more than 20 years in financial services leadership. Earlier they were Market Sales Manager - Vice President at Wells Fargo Advisors (2024–2025) and held vice president roles at Wells Fargo (2011–2024).
Kerri Kraus
LinkedInExperience: Managing Director, Corporate Sponsorships & Strategic Partnerships · Charles Schwab
Managing Director, Corporate Sponsorships & Strategic Partnerships at Charles Schwab since 2014, based in San Rafael, California. Their profile says they lead marketing efforts that use the company's corporate sponsorship assets, including the PGA TOUR, the U.S. Ski and Snowboard Association and MLB, to drive business results from those sponsorships.
Mike Kofford
LinkedInExperience: VP, Director - Business Development, Enterprise RIA Banking · Charles Schwab
VP, Director - Business Development, Enterprise RIA Banking at Charles Schwab since 2026, after serving as VP, Senior Manager - Regional Banking there (2022–2026). Their profile describes helping advisory firms use lending as a way to deepen client relationships, defend assets and grow the business. They have also been an ERG Council Member at Charles Schwab since 2024.
Samantha Cohen
LinkedInExperience: Director of Business Development · Charles Schwab
Director of Business Development at Charles Schwab since 2026, a role their profile headline places in institutional RIA business development at Charles Schwab Bank. Earlier they were a Regional Banking Manager at Charles Schwab (2021–2026) and held private banking roles at Wells Fargo Private Wealth (2017–2021), including Wealth Management National Private Banker.
Choose the right perspective
Match the person's partnership type to your question, since corporate sponsorship partnerships, technology partnerships, enterprise advisor relationships and banking business development involve different counterparts. Check their division too, because roles in advisor services, banking and corporate marketing can work with different partners.
Questions to take into the conversation
- 01How does a large brokerage firm decide which outside partnerships to pursue and who owns them inside the company?
- 02What do business development teams at a custodian do to grow relationships with independent advisory firms?
- 03How do corporate sponsorship partnerships at a financial services firm get measured against business goals?
Reaching Charles Schwab partnerships leaders
How can I contact one of these Charles Schwab partnerships 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 2 companies: Charles Schwab and Schwab Advisor Services, based on profile data retrieved on October 10, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach Charles Schwab partnerships 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?
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Can an AI agent ask one of these Charles Schwab partnerships leaders a question?
Yes. An agent with a USDC wallet on Base can ask one question without an Instant Expert account. It names the person, for example by the LinkedIn URL on this page, and pays per ask over x402 (HTTP 402). The person answers in writing or by voice note, and if nobody answers within 7 days, the payment goes back to the wallet automatically. x402 docs
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.
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