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Mary I. Email & Phone Number
Senior Marketing Professional | Digital Marketing Expert | Integrated Marketing Minded | Insatiably Curious
at
Charles Schwab
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Marketing Professional | Digital Marketing Expert | Integrated Marketing Minded | Insatiably Curious
Location
Austin, Texas, United States
Who is Mary I.? Overview
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Quick answer
Mary I. is listed as Senior Marketing Professional | Digital Marketing Expert | Integrated Marketing Minded | Insatiably Curious at Charles Schwab, based in Austin, Texas, United States. AeroLeads shows a matched LinkedIn profile for Mary I..
Mary I. previously worked as Senior Marketing Manager at Charles Schwab and Affluent Segment Marketing at Charles Schwab. Mary I. holds Bachelor'S Degree, Marketing, Management, Communication Studies from The University Of Iowa Tippie College Of Business.
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Email format at Charles Schwab
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Charles Schwab
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Profile bio
About Mary I.
Senior digital marketing professional designing and establishing integrated marketing strategies and campaigns in alignment with organizational goals. Core competencies include:- Go-to-market strategy and planning- Product marketing positioning- Segmentation and sub-identities- Channel planning and prioritization- Highly collaborative with cross-functional teams and stakeholders
Current workplace
Mary I.'s current company
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6 roles
Mary I. work experience
A career timeline built from the work history available for this profile.
Affluent Segment Marketing
CurrentLead for branded segment integration into Schwab's marketing approaches for product and solutions, education and engagement content, and field-to-client/prospect marketing.
May 2024 - Present
Engagement And Retention Of Tda Clients Transitioned To Schwab
Responsible for designing messaging, channel and asset planning as well as activation to transitioned clients via the integration of TD Ameritrade with Charles Schwab with the desired outcome of retention and asset consolidation.
Apr 2022 - May 2024
Ultra And High-Net-Worth Investor Engagement And Retention
Activation lead for go-to-market strategy and planning, including work on positioning, branding, channel prioritization, segmentation definition and persona work centered on ultra and high-net-worth investors.
Jan 2020 - Apr 2022
Engagement And Retention Of Derivatives Traders At Schwab
Developed hypothesis driven, research and journey-based marketing to increase satisfaction and eliminate perceived hurdles to trading among new and experienced derivatives trading prospects and clients.(Post optionsXpress integration with Charles Schwab.)
Feb 2017 - Jan 2020
Engagement And Retention Of Traders At Optionsxpress By Charles Schwab
Optionsxpress By Charles Schwab
optionsXpress Integration: Designed and delivered client retention messaging strategy that aided in the achievement of exceeding the trade volume goals and lowered estimated attrition for optionsXpress clients pre-and-post migration. Created cross-firm, multi-channel marketing levers and assets to retain oX clients pre-and-post integration: live-person video production, platform demo videos, landing pages with image and text carousels, multi-touch email journey to onboard migrated clients to Schwab, and established inaugural futures onboarding stream at Schwab who previously did not support futures trading until post-integration.Prior to integration: Generated strategic marketing campaigns focused on client lifecycle – onboarding, engagement, and win-back – helping traders make decisions and take action as an individual investor.
Feb 2010 - Oct 2017
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts →
AD
Ashley Del Barto
Colleague at Charles SchwabLeander, Texas, United States
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PM
Patrick Mitchell
Colleague at Charles SchwabCasselberry, Florida, United States
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JN
Jessica Nisso
Colleague at Charles SchwabEl Cajon, California, United States
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EF
Elexus Foster
Colleague at Charles SchwabMaricopa, Arizona, United States
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DF
Debbie Frantz
Colleague at Charles SchwabPhoenix, Arizona, United States
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AA
Aubrey Atkinson
Colleague at Charles SchwabLittleton, Colorado, United States
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AM
Alexander Meissner
Colleague at Charles SchwabOmaha, Nebraska, United States
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KC
Katie Carpenter
Colleague at Charles SchwabFranklin, Tennessee, United States
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MP
Matthew Pyle
Colleague at Charles SchwabIndianapolis, Indiana, United States
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AS
Andrew Spicer
Colleague at Charles SchwabRichfield, Ohio, United States
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Ashley Del Barto
Colleague at Charles SchwabLeander, Texas, United States
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PM
Patrick Mitchell
Colleague at Charles SchwabCasselberry, Florida, United States
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JN
Jessica Nisso
Colleague at Charles SchwabEl Cajon, California, United States
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EF
Elexus Foster
Colleague at Charles SchwabMaricopa, Arizona, United States
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DF
Debbie Frantz
Colleague at Charles SchwabPhoenix, Arizona, United States
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AA
Aubrey Atkinson
Colleague at Charles SchwabLittleton, Colorado, United States
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AM
Alexander Meissner
Colleague at Charles SchwabOmaha, Nebraska, United States
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KC
Katie Carpenter
Colleague at Charles SchwabFranklin, Tennessee, United States
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MP
Matthew Pyle
Colleague at Charles SchwabIndianapolis, Indiana, United States
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AS
Andrew Spicer
Colleague at Charles SchwabRichfield, Ohio, United States
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1 education record
Mary I. education
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The University Of Iowa Tippie College Of Business
FAQ
Frequently asked questions about Mary I.
Quick answers generated from the profile data available on this page.
What company does Mary I. work for?
Mary I. works for Charles Schwab.
What is Mary I.'s role at Charles Schwab?
Mary I. is listed as Senior Marketing Professional | Digital Marketing Expert | Integrated Marketing Minded | Insatiably Curious at Charles Schwab.
Where is Mary I. based?
Mary I. is based in Austin, Texas, United States while working with Charles Schwab.
What companies has Mary I. worked for?
Mary I. has worked for Charles Schwab and Optionsxpress By Charles Schwab.
Who are Mary I.'s colleagues at Charles Schwab?
Mary I.'s colleagues at Charles Schwab include Ashley Del Barto, Patrick Mitchell, Jessica Nisso, Elexus Foster, and Debbie Frantz.
How can I contact Mary I.?
You can use AeroLeads to view verified contact signals for Mary I. at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Mary I. attend?
Mary I. holds Bachelor'S Degree, Marketing, Management, Communication Studies from The University Of Iowa Tippie College Of Business.
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