Sr Manager, Vendor Relationship Management Oversight
Current
Jul 2015 - Present
AeroLeads people directory · profile
Kelli Bowers, Cima® Email & Phone Number
Due Diligence Manager at Charles Schwab
at
Charles Schwab
1 work email found
@schwab.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Due Diligence Manager at Charles Schwab
Location
Denver, Colorado, United States
Company size
Who is Kelli Bowers, Cima®? Overview
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Quick answer
Kelli Bowers, Cima® is listed as Due Diligence Manager at Charles Schwab at Charles Schwab, a company with 20505 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Kelli Bowers, Cima®.
Kelli Bowers, Cima® previously worked as Sr Manager, Vendor Relationship Management Oversight at Charles Schwab and Risk & Controls Manager, Corporate Vendor Management at Charles Schwab. Kelli Bowers, Cima® holds Bachelor Of Science In Business Administration from University Of Wyoming.
Company email context
Email format at Charles Schwab
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*@schwab.com
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AeroLeads found 1 current-domain work email signal for Kelli Bowers, Cima®. Compare company email patterns before reaching out.
Profile bio
About Kelli Bowers, Cima®
Resourceful financial services professional with over a decade of experience in relationship management. Proven expertise in strategic planning, client relations, marketing, distribution, relationship management, and identifying new distribution opportunities.Specialties: Series 7 & 63 Licensed, Certified Investment Management Analyst (CIMA®) Designation
Listed skills include Mutual Funds, Investments, Financial Services, Management, and 13 others.
Current workplace
Kelli Bowers, Cima®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Charles Schwab
7 roles
Kelli Bowers, Cima® work experience
A career timeline built from the work history available for this profile.
Risk & Controls Manager, Corporate Vendor Management
Current
Apr 2014 - Present
Alliance Service Specialist
Member of Schwab Signature Alliance, a service team developed to compliment a Registered Investment Advisor's relationship with their client. Dedicated to enhancing the advisor-client relationship and helping advisors better serve their clients by enriching their service offer.
May 2010 - Apr 2014
Interim Director Of Strategic Operations
Interim Director of Strategic Operations, Contract Position Responsible for managing the financial, operations and support functions of the Janus Investment Team in partnership with Janus’ Co-CIOs.
Aug 2009 - Jan 2010
Business Development Manager
Established relationships with investment gatekeepers to add mutual fund and separately managed account products to proprietary platforms.
Aug 2006 - Nov 2008
Client Marketing Supervisor
- Provided board materials, prepared and coordinated 15(c) contract renewals, due diligence questionnaires, and request for proposals for 15 sub-advisory relationships accounting for over $11 billion in assets.
- Established and maintained positive working relationships with executives from over 30 insurance companies and broker-dealer legal and compliance contacts.
- Directly managed one staff member and numerous “virtual” staff members from legal, compliance, portfolio management, analytics, and marketing departments to fulfill quarterly and monthly client reporting needs as well.
May 2004 - Aug 2006
Client Marketing Coordinator
Acted as liaison between clients and Janus’ marketing, compliance, and legal departments.
Oct 2002 - May 2004
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts for 20505 employees →
JR
Johnny Riot
Colleague at Charles SchwabChicago, Illinois, United States, United States
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BP
Bob Peters, Cfp®
Colleague at Charles SchwabIndianapolis, Indiana, United States, United States
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KD
Kasey Dawson
Colleague at Charles SchwabFort Worth, Texas, United States, United States
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LA
Lauren Adkison
Colleague at Charles SchwabDenver Metropolitan Area, United States
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TK
Tiffany Kuritz
Colleague at Charles SchwabAustin, Texas, United States, United States
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CS
Carlos Sotelo
Colleague at Charles SchwabGreater Chicago Area, United States, United States
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KE
Kelly Edwards
Colleague at Charles SchwabFort Worth, Texas, United States, United States
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SS
Silent Silent
Colleague at Charles SchwabCity Of Mbombela, Mpumalanga, South Africa, South Africa
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KW
Kara Wilson
Colleague at Charles SchwabKeller, Texas, United States, United States
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MS
Matthew Stover
Colleague at Charles SchwabKeller, Texas, United States, United States
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Johnny Riot
Colleague at Charles SchwabChicago, Illinois, United States, United States
View →
BP
Bob Peters, Cfp®
Colleague at Charles SchwabIndianapolis, Indiana, United States, United States
View →
KD
Kasey Dawson
Colleague at Charles SchwabFort Worth, Texas, United States, United States
View →
LA
Lauren Adkison
Colleague at Charles SchwabDenver Metropolitan Area, United States
View →
TK
Tiffany Kuritz
Colleague at Charles SchwabAustin, Texas, United States, United States
View →
CS
Carlos Sotelo
Colleague at Charles SchwabGreater Chicago Area, United States, United States
View →
KE
Kelly Edwards
Colleague at Charles SchwabFort Worth, Texas, United States, United States
View →
SS
Silent Silent
Colleague at Charles SchwabCity Of Mbombela, Mpumalanga, South Africa, South Africa
View →
KW
Kara Wilson
Colleague at Charles SchwabKeller, Texas, United States, United States
View →
MS
Matthew Stover
Colleague at Charles SchwabKeller, Texas, United States, United States
View →
1 education record
Kelli Bowers, Cima® education
FAQ
Frequently asked questions about Kelli Bowers, Cima®
Quick answers generated from the profile data available on this page.
What company does Kelli Bowers, Cima® work for?
Kelli Bowers, Cima® works for Charles Schwab.
What is Kelli Bowers, Cima®'s role at Charles Schwab?
Kelli Bowers, Cima® is listed as Due Diligence Manager at Charles Schwab at Charles Schwab.
What is Kelli Bowers, Cima®'s email address?
AeroLeads has found 1 work email signal at @schwab.com for Kelli Bowers, Cima® at Charles Schwab.
Where is Kelli Bowers, Cima® based?
Kelli Bowers, Cima® is based in Denver, Colorado, United States while working with Charles Schwab.
What companies has Kelli Bowers, Cima® worked for?
Kelli Bowers, Cima® has worked for Charles Schwab, Schwab Institutional, and Janus Capital Group.
Who are Kelli Bowers, Cima®'s colleagues at Charles Schwab?
Kelli Bowers, Cima®'s colleagues at Charles Schwab include Johnny Riot, Bob Peters, Cfp®, Kasey Dawson, Lauren Adkison, and Tiffany Kuritz.
How can I contact Kelli Bowers, Cima®?
You can use AeroLeads to view verified contact signals for Kelli Bowers, Cima® at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Kelli Bowers, Cima® attend?
Kelli Bowers, Cima® holds Bachelor Of Science In Business Administration from University Of Wyoming.
What skills is Kelli Bowers, Cima® known for?
Kelli Bowers, Cima® is listed with skills including Mutual Funds, Investments, Financial Services, Management, Portfolio Management, Business Development, Leadership, and Due Diligence.
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