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Clint Smith
Managing Director @Charles Schwab
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WORK HISTORY
Managing Director @Charles Schwab
Phoenix, AZ, US
Managing Director – Head of Charles Schwab Trust Bank and CEO of the Charles Schwab Trust Companies of Nevada and Delaware (Oct 2024 – Present)• Responsible for the management, oversight and development of all teams supporting our Trust Bank and Trust Companies of Nevada and Delaware.• Owner of all Service, Operations, Product, Platform, Risk and conversion functions for our fiduciary Trust Bank supporting approx. 150 TPA’s over $400 Billion in retirement and HSA assets. • Owner of all Service, Operations, Product and Platform functions for our personal trust companies of Nevada and Delaware supporting approx. accounts and over $34 Billion in Trust assets across 7 different products. • Responsible for building successful partnerships and ensuring support for our internal clients trust and custody needs in both the personal trust and retirement trust industries.• Direct reports include several Managing Directors and Directors with a total organization of approx. 220 employees.
EDUCATION
University of Arizona - Eller College of Management
Bachelor of Science (B.S.), Finance, Accounting
SKILLS
ABOUT CLINT SMITH
High Performing Leader - Retirement Expertise- Operational Acumen - Strong Communication Skills - Experience with Multiple Financial Firms - Relationship Management Skills- Project Management Experience - Product Development Knowledge
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