AeroLeads people directory · profile
Jon Nelson Email & Phone Number
Director - Digital Trading Experience
at
Charles Schwab
1 work email found
@schwab.com
3 phones found area 201 and 800
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Director - Digital Trading Experience
Location
New York City Metropolitan Area, United States
Who is Jon Nelson? Overview
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Quick answer
Jon Nelson is listed as Director - Digital Trading Experience at Charles Schwab, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 201, 800, and a matched LinkedIn profile for Jon Nelson.
Jon Nelson previously worked as Director - Digital Trading Experience at Charles Schwab at Charles Schwab and Director - Head of TD Ameritrade Retail Digital Channels & Capabilities at Charles Schwab. Jon Nelson holds Bachelor Of Arts, Political Science from Fordham University.
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 Jon Nelson. Compare company email patterns before reaching out.
Profile bio
About Jon Nelson
Seasoned financial services expert with 25+ years of experience in digital product management, strategy, and delivery. I believe in the power of financial literacy and DIY investing. I have a proven track record of leading high-performing teams to create, design, and build digital experiences for self-directed retail traders and investors.
Listed skills include Business Analysis, Project Portfolio Management, Program Management, Financial Services, and 19 others.
Current workplace
Jon Nelson's current company
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11 roles
Jon Nelson work experience
A career timeline built from the work history available for this profile.
Director - Digital Trading Experience At Charles Schwab
In charge of the digital client experience roadmap and strategy for retail trading features, tools, and capabilities on Schwab.com and the Schwab Mobile App.
Director - Head Of Td Ameritrade Retail Digital Channels & Capabilities
Director in the Digital Investor Solutions organization responsible for product strategy and management of the TD Ameritrade retail websites, retail mobile applications and for authentication, APIs, research, alerts and messaging capabilities. (TD Ameritrade was acquired by Charles Schwab but still maintained separate digital platforms and client bases)
Oct 2020 - Jun 2022
Director - Head Of Retail Mobile Apps, Digital Client Experience
Accountable for digital product strategy, roadmap development, prioritization, feature definition, delivery and operations for the TD Ameritrade Mobile suite of trading applications and for the Alerts & Messaging portfolio. Direct and oversee a high performing team of product owners, analysts and product operations specialists responsible for delivering great digital experiences to our clients
Jan 2016 - Oct 2020
Director - Cio Organization
Worked in CIO organization managing staff of Program Managers, Project Managers and Business Analysts supporting project intake and delivery for our desktop and mobile trading applications + our Market Data (Quote Plant) portfolios
Jan 2012 - Jan 2016
Sr. Enterprise Project Manager
Senior Project Manager leading the Active Trader program & integration work streams for the thinkorswim acquisition.
Jan 2008 - Dec 2011
Enterprise Project Manager
Project Manager supporting the Active Trader program, the Long Term Investor program and the TD Waterhouse integration.
Apr 2005 - Jan 2008
Senior Manager
Institutional Securities division PMO improving processes and implementing SDLC best practices
Dec 2003 - Apr 2005
Associate Vice President - Business Systems Development
Prudential Securities
Directed the team supporting our Financial Planning and Portfolio Management product initiatives
Jul 2002 - Dec 2003
Assistant Vice President
Prudential Securities
Supervisor responsible for managing the analyst team supporting our Financial Planning product initiatives.
Feb 2000 - Jul 2002
Business Systems Analyst
Prudential Securities
Business Systems Analyst responsible for crafting business requirements, developing user interaction designs and for quality assurance testing.
Sep 1997 - Jan 2000
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts →
SD
Sean Dye, Aif®
Colleague at Charles SchwabAustin, Texas, United States
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LG
Luke Gheta, Cfp®
Colleague at Charles SchwabRoanoke, Texas, United States
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JR
Jim Reimert
Colleague at Charles SchwabSorrento, Florida, United States
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MJ
Michelle J. Williams
Colleague at Charles SchwabAtlanta, Georgia, United States
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SA
Shaylene Anderson
Colleague at Charles SchwabLittleton, Colorado, United States
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SP
Sue Postelle
Colleague at Charles SchwabAustin, Texas, United States
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JS
Jake Scanlon
Colleague at Charles SchwabScottsdale, Arizona, United States
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MF
Megan Farrelly
Colleague at Charles SchwabFort Worth, Texas, United States
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SW
Stephanie Williams-Wright
Colleague at Charles SchwabUnited States
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JJ
James Joshua Wood
Colleague at Charles SchwabUnited States
View →
Sean Dye, Aif®
Colleague at Charles SchwabAustin, Texas, United States
View →
LG
Luke Gheta, Cfp®
Colleague at Charles SchwabRoanoke, Texas, United States
View →
JR
Jim Reimert
Colleague at Charles SchwabSorrento, Florida, United States
View →
MJ
Michelle J. Williams
Colleague at Charles SchwabAtlanta, Georgia, United States
View →
SA
Shaylene Anderson
Colleague at Charles SchwabLittleton, Colorado, United States
View →
SP
Sue Postelle
Colleague at Charles SchwabAustin, Texas, United States
View →
JS
Jake Scanlon
Colleague at Charles SchwabScottsdale, Arizona, United States
View →
MF
Megan Farrelly
Colleague at Charles SchwabFort Worth, Texas, United States
View →
SW
Stephanie Williams-Wright
Colleague at Charles SchwabUnited States
View →
JJ
James Joshua Wood
Colleague at Charles SchwabUnited States
View →
2 education records
Jon Nelson education
Bachelor Of Arts, Political Science
Fordham University
Education record
Penn State University
FAQ
Frequently asked questions about Jon Nelson
Quick answers generated from the profile data available on this page.
What company does Jon Nelson work for?
Jon Nelson works for Charles Schwab.
What is Jon Nelson's role at Charles Schwab?
Jon Nelson is listed as Director - Digital Trading Experience at Charles Schwab.
What is Jon Nelson's email address?
AeroLeads has found 1 work email signal at @schwab.com for Jon Nelson at Charles Schwab.
What is Jon Nelson's phone number?
AeroLeads has found 3 phone signal(s) with area code 201, 800 for Jon Nelson at Charles Schwab.
Where is Jon Nelson based?
Jon Nelson is based in New York City Metropolitan Area, United States while working with Charles Schwab.
What companies has Jon Nelson worked for?
Jon Nelson has worked for Charles Schwab, Td Ameritrade, Morgan Stanley, and Prudential Securities.
Who are Jon Nelson's colleagues at Charles Schwab?
Jon Nelson's colleagues at Charles Schwab include Sean Dye, Aif®, Luke Gheta, Cfp®, Jim Reimert, Michelle J. Williams, and Shaylene Anderson.
How can I contact Jon Nelson?
You can use AeroLeads to view verified contact signals for Jon Nelson at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Jon Nelson attend?
Jon Nelson holds Bachelor Of Arts, Political Science from Fordham University.
What skills is Jon Nelson known for?
Jon Nelson is listed with skills including Business Analysis, Project Portfolio Management, Program Management, Financial Services, Sdlc, Vendor Management, Project Delivery, and Integration.
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