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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.

 

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