Jason Kurpjuweit
Senior Product Manager at Charles Schwab
- Role
- Senior Manager - Digital Product Management at Charles Schwab
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Jason Kurpjuweit
Product leader with over 15 years of experience developing and launching industry leading…
Experience
Senior Manager - Digital Product Management
Dec 2021 — Present
Product manager responsible for the iRebal rebalancing and trading platform, which includes over 1 million active accounts and $250 billion in assets- Drive alignment on vision and strategy, manage roadmap priorities, and support agile teams executing product initiatives- Work cross-functionally to develop and manage trading logic, user experience, education, marketing, compliance, and go-to-market plans.
Education
California Polytechnic State University-San Luis Obispo
BS, Business Administration, Finance
2003 — 2008
Skills
- Investment Advisory
- Portfolio Management
- Series 63
- Salesforce.com
- Asset Management
- Asset Allocation
- Mutual Funds
- Investments
- Series 7
- Wealth Management
- Financial Services
- Crm
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