Senior Director, Sales And Relationship Management | Schwab Stock Plan Services
Current
Sep 2019 - Present
AeroLeads people directory · profile
Brad Hass Email & Phone Number
Seasoned financial services leader with a wealth of expertise in orchestrating and optimizing business development, managing sales teams and creating/driving strategic business plans..
at
Charles Schwab
1 work email found
@schwab.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Seasoned financial services leader with a wealth of expertise in orchestrating and optimizing business development, managing sales teams and creating/driving strategic business plans..
Location
Scottsdale, Arizona, United States
Company size
Who is Brad Hass? Overview
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Quick answer
Brad Hass is listed as Seasoned financial services leader with a wealth of expertise in orchestrating and optimizing business development, managing sales teams and creating/driving strategic business plans.. at Charles Schwab, a with 20505 employees, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Brad Hass.
Brad Hass previously worked as Senior Director, Sales and Relationship Management | Schwab Stock Plan Services at Charles Schwab and Business Development Officer for Corporate Services at Charles Schwab. Brad Hass holds Executive Program, Leading Through Financial Excellence from Mit Sloan School Of Management.
Company email context
Email format at Charles Schwab
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{first}.{last}@schwab.com
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AeroLeads found 1 current-domain work email signal for Brad Hass. Compare company email patterns before reaching out.
Profile bio
About Brad Hass
Experienced Financial Services leader with a track record of managing highly productive B2B and B2C Business Development teams, Sales teams, Relationship Management teams, Project Management, Six Sigma, Conflict Resolution and Equity Plan Management.
Listed skills include Series 7, Investments, Series 63, Mutual Funds, and 10 others.
Current workplace
Brad Hass's current company
Company context helps verify the profile and gives searchers a useful next step.
Charles Schwab
5 roles
Brad Hass work experience
A career timeline built from the work history available for this profile.
Business Development Officer For Corporate Services
Responsible for working with corporate clients (B2B) and their employees (B2C) to optimize their experience with Schwab by leveraging all the services and solutions available. Detailed responsibilities include business development, relationship management, strategic planning, integration of marketing and promotional offerings, financial wellness and onsite engagement coordination. Extensive experience working with leading edge companies in Technology, Financial Services, Consumer Services, Healthcare, Banking and Manufacturing who are utilizing a Designated Brokerage service or Equity Plan solution, including both pre and post IPO companies.
Jan 2014 - Sep 2019
Managing Director - Investor Services
Responsible for a team of project managers tasked with the integration of all projects related to the Investor Services Retail segment including new products, services, marketing and process enhancements. Additional responsibilities included integration of Schwab Bank functions into retail broker-dealer office locations while ensuring adherence to all regulatory guidelines.
Jun 2011 - Jan 2014
Director - Field Integration
Nov 1996 - Jun 2011
Manager - Six Sigma Initiative
Responsible for managing projects which focused on enhancing the client experience via process improvements. Projects included reduction of cycle time on new account process by over 90% while greatly improving the client experience and gaining significant internal efficiencies.
Feb 2007 - Apr 2008
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts for 20505 employees →
DH
Douglas Hayes
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
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AG
Amber Goebel
Colleague at Charles SchwabAustin, Texas, United States
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OF
Orion Foster
Colleague at Charles SchwabNoblesville, Indiana, United States
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AS
Angelo San Mateo
Colleague at Charles SchwabSan Francisco Bay Area, United States
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GG
Gary Guan
Colleague at Charles SchwabFremont, California, United States
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JT
Joshua Torres
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
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BS
Brian Scott
Colleague at Charles SchwabWhitefish, Montana, United States
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PI
Paul Iorio
Colleague at Charles SchwabGlendale, Arizona, United States
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QS
Quentin Sampson
Colleague at Charles SchwabGreater Indianapolis, United States
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AS
Andrew Scott
Colleague at Charles SchwabSan Francisco, California, United States
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Douglas Hayes
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
View →
AG
Amber Goebel
Colleague at Charles SchwabAustin, Texas, United States
View →
OF
Orion Foster
Colleague at Charles SchwabNoblesville, Indiana, United States
View →
AS
Angelo San Mateo
Colleague at Charles SchwabSan Francisco Bay Area, United States
View →
GG
Gary Guan
Colleague at Charles SchwabFremont, California, United States
View →
JT
Joshua Torres
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
View →
BS
Brian Scott
Colleague at Charles SchwabWhitefish, Montana, United States
View →
PI
Paul Iorio
Colleague at Charles SchwabGlendale, Arizona, United States
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QS
Quentin Sampson
Colleague at Charles SchwabGreater Indianapolis, United States
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AS
Andrew Scott
Colleague at Charles SchwabSan Francisco, California, United States
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5 education records
Brad Hass education
Executive Program, Leading Through Financial Excellence
Bs, Political Science
Education record
Parsippany Hills Hs
Education record
Education record
FAQ
Frequently asked questions about Brad Hass
Quick answers generated from the profile data available on this page.
What company does Brad Hass work for?
Brad Hass works for Charles Schwab.
What is Brad Hass's role at Charles Schwab?
Brad Hass is listed as Seasoned financial services leader with a wealth of expertise in orchestrating and optimizing business development, managing sales teams and creating/driving strategic business plans.. at Charles Schwab.
What is Brad Hass's email address?
AeroLeads has found 1 work email signal at @schwab.com for Brad Hass at Charles Schwab.
Where is Brad Hass based?
Brad Hass is based in Scottsdale, Arizona, United States while working with Charles Schwab.
What companies has Brad Hass worked for?
Brad Hass has worked for Charles Schwab.
Who are Brad Hass's colleagues at Charles Schwab?
Brad Hass's colleagues at Charles Schwab include Douglas Hayes, Amber Goebel, Orion Foster, Angelo San Mateo, and Gary Guan.
How can I contact Brad Hass?
You can use AeroLeads to view verified contact signals for Brad Hass at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Brad Hass attend?
Brad Hass holds Executive Program, Leading Through Financial Excellence from Mit Sloan School Of Management.
What skills is Brad Hass known for?
Brad Hass is listed with skills including Series 7, Investments, Series 63, Mutual Funds, Wealth Management, Securities, Six Sigma, and Series 24.
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