As the Director of Product Strategy and Development at Charles Schwab, Anna Leon plays a pivotal role in shaping the future of the investment management division. With a robust background in business and corporate strategy, Anna has successfully developed and implemented a comprehensive five-year strategy...
As the Director of Product Strategy and Development at Charles Schwab, Anna Leon plays a pivotal role in shaping the future of the investment management division. With a robust background in business and corporate strategy, Anna has successfully developed and implemented a comprehensive five-year strategy that centers on client segmentation, sales initiatives, and product prioritization. Her expertise in management consulting and competitive analysis allows her to identify key opportunities in the market, ensuring that Schwab remains at the forefront of the investment landscape.
One of Anna's notable achievements includes leading a cross-functional team to navigate large-scale regulatory requirements that significantly impacted various stakeholders, including clients, sales teams, technology, portfolio management, and operations. This initiative not only showcased her strong leadership skills but also her ability to align diverse teams towards a common goal, reinforcing Schwab's commitment to compliance and client satisfaction.
Currently, Anna is focused on ongoing strategy and product development efforts, leveraging her skills in operations management and marketing research to drive innovation within the investment management division. Her analytical mindset and experience in CRM enable her to craft investment cases that resonate with clients and stakeholders alike. As she continues to guide her team through the complexities of the financial services industry, Anna remains dedicated to enhancing Schwab’s product offerings and ensuring that they meet the evolving needs of investors in an increasingly competitive market.
