Jon Nelson
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Jon Nelson Email & Phone Number

Director - Digital Trading Experience at Charles Schwab at Charles Schwab
Location: New York City Metropolitan Area, United States, United States 10 work roles 2 schools
1 work email found @schwab.com 3 phones found area 201 and 800 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email j****@schwab.com
Direct phone (201) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Director - Digital Trading Experience at Charles Schwab
Location
New York City Metropolitan Area, United States, 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 at Charles Schwab, based in New York City Metropolitan Area, United States, 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 - Head of TD Ameritrade Retail Digital Channels & Capabilities at Charles Schwab and Director - Head of Retail Mobile Apps, Digital Client Experience at Td Ameritrade. 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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Charles Schwab
Charles Schwab
Director - Digital Trading Experience at Charles Schwab
San Francisco
Website
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10 roles

Jon Nelson work experience

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

Director - Digital Trading Experience At Charles Schwab

Current

Westlake, Texas, US

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.

Jul 2022 - Present

Director - Head Of Td Ameritrade Retail Digital Channels & Capabilities

Westlake, Texas, US

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

Omaha, NE, US

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.

Jan 2016 - Oct 2020

Director - Cio Organization

Omaha, NE, US

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

Omaha, NE, US

Senior Project Manager leading the Active Trader program & integration work streams for the thinkorswim acquisition.

Jan 2008 - Dec 2011

Enterprise Project Manager

Omaha, NE, US

Project Manager supporting the Active Trader program, the Long Term Investor program and the TD Waterhouse integration.

Apr 2005 - Jan 2008

Senior Manager

New York, NY, US

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 →

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 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, 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 Rut Rodriguez, Sean L., Dhruvish Mehta, Perumal Venkatachalam, and Ryan Tompos.

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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