Doug Hendrickson Email & Phone Number

Greater Los Angeles Area | San Francisco Bay Area

Led all financial activities (Accounting, Audit, Tax, FP&A, M&A, Strategic Planning) for this $2B company, spanning 10 broker-dealer entities with coverage throughout the country. Guided the organization through a complex bankruptcy, leading to a successful emergence in May 2016 as a newly capitalized private company.

San Francisco Bay Area

- Retail Brokerage and Marketing Divisions 2013-2015- Product Development and Strategy (Shared Strategic Services) Division 2007-2011- Corporate Services (HR, Legal, Finance, Risk Management, Executive) Divisions 2010-2012- Windhaven Investment Management Division 2010-2011I led finance for Schwab's largest division ($4.5B in revenue) across areas including the national branch network, regional call centers, client marketing, strategy, and client experience delivery teams.I headed all analytics and planning for the launch of dozens of successful products and platforms, including Schwab ground breaking ETF offering, the High Yield Checking and Savings products, account and trading websites and mobile apps, and new robo-advisor, "Intelligent Portfolios." I partnered extensively with the cash strategy organization in developing new offerings and forecasting growth for Schwab’s most critical product line of money funds and bank and brokerage deposit products.As CFO of Windhaven, I drove the successful completion of a $250MM acquisition from pre-deal through completion of all major integration tasks. I overhauled all finance infrastructure and built a new data warehouse for the firm, connecting with existing reconciliation and CRM software.

San Francisco Bay Area

- Corporate Planning, Profitability Analysis & Management Reporting 2011-2013- Charles Schwab Bank 2007-2011- Schwab Institutional/Schwab Advisor Services 2004-2007I led all day-to-day activities for the annual financial and capital plans, incorporating revenue growth targets and expense management initiatives, and submitted plans to the Federal Reserve. The plans contain over 1,000 pages of extensive regulatory filings regarding capital management and stress testing, as well as risk management and governance policies. I established good working relationships with Fed regulators through monthly “Continuous Monitoring” oversight meetings.As the primary finance officer for the bank, I oversaw exponential growth from $13B in assets in 2007 to over $100B today. I led extensive financial planning and strategic analysis work, driving huge market share gains in the most challenging banking environment in decades. I negotiated several major credit card offerings, involving multi-party agreements with partner banks and Visa and American Express card networks.I completed two major financial system upgrades covering planning and cost allocations with nearly 200 users across the company. I restructured the organization, filling 12 full-time positions in one year through turnover and expansion.

San Francisco Bay Area

- Schwab Technology Services 2003-2004- Schwab Advisor Services 2000-2003- Schwab Retirement Plan Services 1999-2001- Profitability Analysis Team 1997-1999I designed and built an industry leading client profitability and information system, combining historical profitability data for every client with what-if type scenario modeling for future business. Nine years later, the system still has over 300 users among Finance, Sales, Marketing, and Strategy, who consider it their primary information and analytical tool. I managed pricing administration for all institutional clients, supporting transaction-based and asset-based pricing systems governing commissions and discounting for over 1MM accounts.I coordinated a major budget restructuring post the dot-com bust, delivering $100MM in real savings on a $600MM budget for the information technology division.

Washington, D.C.

I participated in over 30 client consulting projects, performing extensive reviews of international companies' transfer pricing activities. Through detailed valuation of license agreements and other intangibles, I helped deliver over $100MM in real tax savings for companies in the automotive, consumer electronics, industrial manufacturing, paper and pulp, and software industries.

Cambridge, Ma

I used advanced statistical software packages to analyze data for publication on various domestic U.S. macroeconomic policy issues. Worked directly with Harvard economist/future Treasury Secretary Larry Summers, MIT economist James Poterba, and Berkeley Economist Brad Delong,

Master Of Business Administration (M.B.A.), Business Administration And Management, General

Bachelor Of Arts (Ba) Cum Laude, Economics