Blake Watts
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Blake Watts Email & Phone Number

VP - Financial Consultant at Charles Schwab
Location: Cloverdale, California, United States 8 work roles 2 schools
1 work email found @sofi.com 5 phones found area 707 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email b****@sofi.com
Direct phone (707) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
VP - Financial Consultant
Location
Cloverdale, California, United States

Who is Blake Watts? Overview

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Quick answer

Blake Watts is listed as VP - Financial Consultant at Charles Schwab, based in Cloverdale, California, United States. AeroLeads shows a work email signal at sofi.com, phone signal with area code 707, and a matched LinkedIn profile for Blake Watts.

Blake Watts previously worked as Head of Product Management & Delivery at American Agcredit and Director of Product Management at American Agcredit. Blake Watts holds Career Certificate, Fire Technology from Santa Rosa Junior College.

Company email context

Email format at Charles Schwab

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{first_initial}{last}@sofi.com
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AeroLeads found 1 current-domain work email signal for Blake Watts. Compare company email patterns before reaching out.

Profile bio

About Blake Watts

Seasoned product leader with over 20 years of experience in financial services, technology, and telecommunications. Proven track record in building high-performing teams, launching innovative products, and consistently exceeding business targets. Expert in aligning product vision with business goals and managing geographically dispersed, cross-functional teams. Recognized for change leadership, strategic thinking, and the ability to translate complex concepts into actionable business strategies.

Listed skills include Management, Banking, Sales, Product Management, and 46 others.

Current workplace

Blake Watts's current company

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Charles Schwab
Charles Schwab
VP - Financial Consultant
Santa Rosa, CA, US
AeroLeads page
8 roles

Blake Watts work experience

A career timeline built from the work history available for this profile.

Head Of Product Management & Delivery

Current

Santa Rosa, Ca, Us

• AI Initiatives: Founder of the AI working group and co-author of the position paper on AI experimentation, applying a risk-based approach to GenAI and process automation, minimizing toil by up to 97%.• Leadership: Senior leader of 50+ product and development staff, increasing velocity by 27% and cutting lead times by 50%.• Budget Management: Oversee a multimillion-dollar budget, optimizing staff, software, licenses, vendors, and implementation partners, realizing a 22% cost reduction through contract renegotiations.• Efficiency Improvements: Streamlined meetings and communications with a stakeholder engagement model, liberating 200+ hours monthly.• Strategic Partnership: Partner with executive sponsors to align project goals with organizational strategy, enhancing communication and collaboration, generating an 11% improvement in stakeholder satisfaction.• Creative Contributions: Serve as the exclusive in-house voiceover talent for brand and communications teams, producing content for internal podcasts and customer phone messages, refining turnaround times by 67%.

Apr 2021 - Present

Director Of Product Management

Santa Rosa, Ca, Us

• Core System Migration: Directed product and development teams in building and migrating a core transaction processing system and APIs, boosting performance by 33% and reliability by over 250%.• Platform Launch: Guided product owners in launching a new online banking platform, enriching customer experience and raising satisfaction scores by 17%.• Compliance Monitoring: Created reports and dashboards as a member of the workforce protection team, collaborated with senior leadership to monitor safety metrics, ensured compliance with health regulations, and eliminated policy violations by 99%.• Stakeholder Engagement: Cultivated relationships with key stakeholders, converting vision into actionable product strategies and successful deliveries, yielding 7% higher stakeholder satisfaction.

May 2020 - Apr 2021

Product Manager

Palo Alto, Ca, Us

• Strategy Redevelopment: Redeveloped strategy and key initiatives for brokerage and gifts business lines, causing a 300% lift in user engagement and a 15% revenue uptick.• Cost Reduction: Balanced maintaining legacy products with upgrading to next-generation features, lowering maintenance costs by 35%.• Customer Insights: Conducted customer interviews, testing, focus groups, and feedback reviews to identify new features and partnerships; ran product share-outs to demonstrate new features company-wide, driving internal adoption up by over 500%.• Development Efficiency: Defined requirements, wireframes, and prototypes in collaboration with engineering and design; coordinated QA/UAT, resulting in a 50% drop in development time and a 70% decline in escaped defects.

Aug 2019 - Feb 2020

Product Manager

San Francisco, California, Us

Product owner for the trade engine and proprietary platform used to onboard new clients and manage existing accounts for the investment division. Prioritized new initiatives that drove efficiency and reliability for clients and employees by automating several manual workflows, and drove new initiatives for both client-facing and employee-facing features.Built a new identity verification product making use of machine learning image analysis, as well as an income verification product combining multiple third-party service providers.Led multiple other enterprise-wide automation products and projects focused on enhancing several workflows within operations, lending, mortgage, accounting, risk, compliance, AML, and other teams.

Feb 2016 - Dec 2018

Financial Advisor

New York, Ny, Us

Assisted clients with financial and investment advice. Developed and reviewed financial plans for individuals and families, and implemented investment strategies to meet client objectives.

Nov 2014 - Feb 2016

Branch Manager

New York, Ny, Us

Oversaw retail branch with direct responsibility for sales and operational performance. Opened new accounts and assisted customers with bank transactions as needed. Managed and improved branch performance, including Branch Profit & Loss, Service Scores, Sales Campaign Results, and regularly communicated branch performance and priorities with all employees. Supervised and coached Personal Bankers to acquire and deepen customer relationships, and also met with all new account customers. Interacted with existing customers, and engaged with every account close request.Grew the business by understanding branch performance, diagnosing any issues, building a Branch Action Plan, and inspecting with thorough follow-up. On a daily basis, conducted huddles and debriefs to recognize success, share best practices, and set the focus for the day. Responsible for hiring and retaining employees and ensured the right mix of sales and service positions. Developed and coached employees and held employees accountable for overall performance. Responsible for ensuring that all employees followed policies and procedures.

Feb 2011 - Oct 2014

Assistant Store Manager

Dallas, Tx, Us

Assisted the Store Manager in the daily operation of a retail store. Scheduled employees, maintained inventories, conducted physical inventories, maintained store appearance, and completed day-to-day paperwork. Assisted Store Manager in the development, training and management of assigned team, and supported sales personnel.

Oct 2004 - Nov 2008
2 education records

Blake Watts education

Career Certificate, Fire Technology

Santa Rosa Junior College

Business Administration

Santa Rosa Junior College
FAQ

Frequently asked questions about Blake Watts

Quick answers generated from the profile data available on this page.

What company does Blake Watts work for?

Blake Watts works for Charles Schwab.

What is Blake Watts's role at Charles Schwab?

Blake Watts is listed as VP - Financial Consultant at Charles Schwab.

What is Blake Watts's email address?

AeroLeads has found 1 work email signal at @sofi.com for Blake Watts at Charles Schwab.

What is Blake Watts's phone number?

AeroLeads has found 5 phone signal(s) with area code 707 for Blake Watts at Charles Schwab.

Where is Blake Watts based?

Blake Watts is based in Cloverdale, California, United States while working with Charles Schwab.

What companies has Blake Watts worked for?

Blake Watts has worked for Charles Schwab, American Agcredit, Stockpile, Sofi, and J.P. Morgan Securities Llc.

How can I contact Blake Watts?

You can use AeroLeads to view verified contact signals for Blake Watts at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did Blake Watts attend?

Blake Watts holds Career Certificate, Fire Technology from Santa Rosa Junior College.

What skills is Blake Watts known for?

Blake Watts is listed with skills including Management, Banking, Sales, Product Management, Financial Services, Credit, Customer Service, and Microsoft Excel.

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