Next video:
Loading the player...

As Executive Vice President of Charles Schwab's Investor Services, Terri Kallsen oversees Schwab’s branch network, Independent Branch Services, client service and support, wealth management, financial planning, acquisition delivery, supervision and controls, portfolio consulting and optionsXpress.

Kallsen heads over 330 retail branches, seven million brokerage accounts, and nearly $1.5 trillion in client assets.

Kallsen joined Schwab in May of 2012 after over 20 years of financial services industry experience.

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 a Certified Financial Planner Practitioner, a Certified Wealth Strategist, a member of the Financial Planning Association and holds the Series 6, 7, 24, 63, 65 and 66 securities registrations.

 

Related Articles
  1. Trading

    Schwab's Terri Kallsen on Dow 20k

    Executive Vice President of Investor Services at Charles Schwab, Terri Kallsen, shares her take on Dow breaking 20,000.
  2. Tech

    Charles Schwab IRA and Roth IRA Review (SCHW)

    Charles Schwab focuses on high-service IRA and Roth IRA accounts, with a vast array of investment choices that have no fees, commissions or sales charges.
  3. Trading

    Broker Summary: OptionsXpress Online Trading Platform

    An obvious choice for options investing, OptionsXpress also offers investors a wide array of account types.
Hot Definitions
  1. Profitability Index

    An index that attempts to identify the relationship between the costs and benefits of a proposed project through the use ...
  2. Restricted Stock Unit

    Compensation offered by an employer to an employee in the form of company stock. The employee does not receive the stock ...
  3. Operating Ratio

    A ratio that shows the efficiency of a company's management by comparing operating expense to net sales. Calculated as:
  4. Expense Ratio

    A measure of what it costs an investment company to operate a mutual fund. An expense ratio is determined through an annual ...
  5. Pro Forma

    A Latin term meaning "for the sake of form". In the investing world, it describes a method of calculating financial results ...
  6. Trumpcare

    The American Health Care Act, also known as Trumpcare and Ryancare, is the Republican proposal to replace Obamacare.
Trading Center