Jonathan Craig Email & Phone Number

San Francisco, CA, US

Westlake, Texas, US

• Brokerage Products: Not FDIC Insured
• No Bank Guarantee
• May Lose Value The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc..

Westlake, Texas, US

• Responsible for supporting the growth and success of the firm with breakthrough products, solutions, and communications
• Oversaw many of Schwab’s product platforms including mutual funds, ETFs, fixed income, managed account solutions, alternative investments, insurance services, cash and margin lending products
• Oversaw the Investing Solutions group that offers a variety of discretionary portfolio management solutions through Charles Schwab Investment Advisory, Windhaven Investment Management® and Thomas Partners, Inc.
• Accountable for all marketing and corporate communications functions, as well as Schwab Charitable, The Schwab Center for Financial Research, and the Charles Schwab Foundation

Westlake, Texas, US

• Responsible for building the Schwab brand and fueling growth through communication and outreach to clients, prospects, influencers and employees
• Led U.S. and international marketing and corporate communications functions including brand management and development, public relations, advertising, investor insights, analytics, content development, marketing.
• Responsible for the global data team, focused on leveraging data as a strategic corporate asset

Westlake, Texas, US

• Accountable for new-to-firm client growth metrics; developed client segmentation and launching associated programs, partnerships and promotions in support of that strategy
• Accountable for delivering breakthrough marketing to support US and International retail business
• Responsible for creation of engaging and interactive content for all marketing channels (web, publications, 3rd party channels, etc). Launched new Schwab.com and iPad experience
• Managed organization of 100+ marketing professionals
• Served on retail leadership team and chair New Product and Services Committee, a risk committee responsible for vetting and approving all new products and services before they reach the market

Westlake, Texas, US

• Partnered with Chairman to define, articulate and continually refine top priorities for the firm and champion those priorities across the executive team
• Developed and executed a plan for founder’s seamless transition from CEO to Chairman. Plan ensured we had process to continue to benefit from founder’s tremendous insight, knowledge and acumen
• Served as confidant, ‘sounding board’ and ‘utility player’ for the executive team
• Supported confidential projects including M&A, firm-wide expense reduction efforts, etc

Westlake, Texas, US

• Accountable for driving new-to-firm growth and improving experience for clients <40 years of age
• Built an integrated “go-to-market” strategy for this client segment; initiatives launched included reducing account and fund minimums, eliminating fees, launching new products including High Yield Investor Checking and.
• Delivered 63% year-over-year increase in new-to-firm clients

Westlake, Texas, US

• Accountable for end-to-end client experience including value proposition and ‘go to market’ strategies for a client segment that represented 1.5MM households and $75B in assets
• Deployed a new approach to client segmentation; launched a series of service model improvements; launched an expansive pricing simplification initiative
• Revenue, net new asset, and client satisfaction metrics were are all up more than 20% year over year

Westlake, Texas, US

• Accountable for sponsorship portfolio and marketing for Schwab Bank and Schwab Active Trader
• Sponsorship portfolio included PGA TOUR, US Ski Association, and San Francisco Giants
• Developed communications strategy and programs for Schwab’s entry into Banking business and mass active trader market; results were 130% and 105% of objective respectively

Westlake, Texas, US

• Accountable for building original wireless business plan and launching business in 2000
• Managed all marketing, business development and product development for Schwab Wireless
• Recognized as wireless industry expert and spoke at major industry forums

Dallas, TX, US

• Accountable for AT&T business at Sun Microsystems
• Negotiated multi-million dollar voice, data, wireless, internet and outsourcing agreements
• Grew account 34% in 1998 and 38% in 1999; exceeded growth quota by over 150% each year
• Built a comprehensive AT&T/Sun relationship through direct interaction with CEOs of both firms

Dallas, TX, US

- Responsible for selling data and internet solutions to Fortune 500 Bay Area Firms- Exceeded quota by over 150% and was promoted to Global Account Manager

Dallas, TX, US

• Directed all consumer marketing activities for 700,000 AT&T customers in Northern California
• Launched AT&T's first integrated wireless and long distance offer
• Selected for AT&T Leadership Continuity Program, a senior executive training program

Dallas, TX, US

• Managed the AT&T Global Hotel Partnership Program with more than 5,000 partners in 53 countries
• Grew program 110% in 1995 to $93 million in revenue
• Served on the management team in Norway for AT&T’s sponsorship of the 1994 Olympics

Mba, Finance And Marketing

Executive Education - General Management

Ba, Political Science And Economics