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Carrie Schwab-Pomerantz
Director, The Charles Schwab Corporation; Board Chair and President, Charles Schwab Foundation; Managing Director, Charles Schwab & Co., Inc. and Board Chair, Schwab Charitable

Expertise: Family Finance, Education, and Corporate Philanthropy

As a dynamic voice inspiring Americans to engage in their personal finances and a foremost expert on financial literacy and corporate social responsibility, Carrie Schwab-Pomerantz, CFP®, has devoted her career to helping people from all walks of life achieve financial security. She has worked for nearly four decades at The Charles Schwab Corporation, helping to establish Schwab in the national vanguard of strategic corporate philanthropy. In 2022 she was appointed to the Board of Directors of The Charles Schwab Corporation.

Schwab-Pomerantz has served two White House administrations on financial capability policy. In 2010, she was appointed by President Obama to the President’s Advisory Council on Financial Capability, where she chaired the Partnership Committee until early 2013. In that role, she led the Council’s efforts to strengthen coordination between the public and private sector. She also advised the Council on Financial Literacy under President George W. Bush. From 2017 to 2020 she served on the San Francisco Commission on the Status of Women, which fosters the advancement of women and girls through policies and programs throughout the city.

Under her leadership, Charles Schwab Foundation has made important strides in promoting financial literacy. Through its national partnership with Boys & Girls Clubs of America, Charles Schwab Foundation created Money Matters: Make It Count, a best-in-class financial education program reaching more than 1.25 million teens nationwide. With AARP Foundation, her organization developed a program to improve financial outcomes for low- and moderate-income seniors. The Foundation has also partnered with DonorsChoose.org to support financial education in classrooms across the United States. Most recently, her organization launched a groundbreaking new program called Moneywise America, which trains and certifies Schwab employees to deliver high quality financial education in under-resourced schools nationwide.

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