Jalina Kerr
Head of Advisor Experience at Charles Schwab
- Role
- Managing Director, Client Experience at Charles Schwab
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Jalina Kerr
Financial Services executive with deep expertise in multiple functional areas, including RIAs, CX, strategic planning, wealth tech solutions, advisors in transition, client service delivery, trading and operations.
Experience
Managing Director, Client Experience
Jun 2019 — Present · Phoenix, AZ, US
Architects and builders of transformative experiences to support registered investment advisors with our industry leading custodial platform.
Education
Fort Lewis College
BA, Communications
1988 — 1992
Skills
- Strategy
- Series 63
- Financial Services
- Series 7
- Strategic Planning
- Leadership
- Management
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