Senior Consultant
Current- Provide strategic consulting and leadership services to Ezra Group’s RIA and independent clients, including:
- Moran Wealth Management (Naples, FL)
- Advisor Engine (Raleigh, NC)
Nov 2023 - Present
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Mike Golaszewski Email & Phone Number
Independent Strategic Advisor | WealthTech Platform Modernization, AI Risk Strategy, & Financial Services Innovation
at
Ezra Group, LLC
2 work emails found
@schwab.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Independent Strategic Advisor | WealthTech Platform Modernization, AI Risk Strategy, & Financial Services Innovation
Location
San Francisco, California, United States
Who is Mike Golaszewski? Overview
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Quick answer
Mike Golaszewski is listed as Independent Strategic Advisor | WealthTech Platform Modernization, AI Risk Strategy, & Financial Services Innovation at Ezra Group, LLC, based in San Francisco, California, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Mike Golaszewski.
Mike Golaszewski previously worked as Senior Consultant at Ezra Group, Llc and Senior Strategic Consultant at Blu Pagoda Llc. Mike Golaszewski holds B.S., Communication from Arizona State University.
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{first}.{last}@schwab.com
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Profile bio
About Mike Golaszewski
• 25+ years of leadership in Financial Services, WealthTech, and SaaS platform development, focused on platform modernization, equity trading, and new systems integrations.• Conducted independent AI research on large language models (LLMs) with a focus on prompt design, multi-modal reasoning, and adversarial testing for operational compliance and risk analysis.• Developed custom AI-driven support tools for advisory workflows, enhancing prompt design, operational insights, and risk analysis.• Cross-functional C-suite leader with extensive experience in platform modernization, product development, and WealthTech transformations for advisory support, regulatory oversight, and operational efficiency.• Implemented Agile development frameworks for WealthTech platforms and SaaS systems, driving faster product releases, process agility, and developer velocity.
Listed skills include Strategy, Financial Services, Product Management, Management, and 45 others.
Current workplace
Mike Golaszewski's current company
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21 roles
Mike Golaszewski work experience
A career timeline built from the work history available for this profile.
Senior Strategic Consultant
Current- Charles Schwab & Co., Inc. | August 2019-September 2023
- Charles Schwab & Co., Inc. | February 2015–March 2018
Nov 2016 - Present
Independent Strategic Advisor & Consultant
Current- Nordic Nourish | July 2023-December 2023
- Ridgeline, Inc. | December 2018–January 2019
- Envestnet, Inc. | December 2018–January 2019
- Addepar, Inc. | March 2018–October 2018
- Baarb, Inc. | November 2016–February 2017
Nov 2011 - Present
Consulting Program Director, Tda Managed Product Conversion
Led a large, 10-work stream cross-functional program team integrating TDA’s Managed Account offerings into Schwab after the November 2019 acquisition.
Jul 2020 - Sep 2023
Consulting Project Manager, Usaa Asset Purchase
Led a large, 9-work stream cross-functional project team transferring USAA’s Managed Portfolios to Schwab as part of the USAA asset purchase announced in July 2019.
Aug 2019 - Jul 2020
Strategic Business Consultant
Provided early product, market, and sourcing advice to early-stage startup.
Jun 2019 - Jan 2020
Consultant, Corporate Development Strategy
Provided strategic framework, primary research, and supporting materials related to potential corporate development activities.
Dec 2018 - Jan 2019
Strategic Marketing Consultant
Developed a comprehensive marketing, adoption, and engagement program for Addepar’s strategic enterprise market segments.
Mar 2018 - Oct 2018
Consulting Program Manager, Senior / Vulnerable Investor Regulatory Initiative
Oversaw multiple projects ensuring Schwab’s compliance with FINRA Regulatory Notice 17-11 (rules relating to financial exploitation of seniors).
May 2017 - Mar 2018
Consultant, Product Strategy
Provided strategic review of distressed tentpole product investment; implemented new execution framework focusing on disciplined delivery and early market entry; two of three strategic options presented were adopted.
Nov 2016 - Feb 2017
Consulting Program Manager, Regulatory Money Fund Reform
Led design and implementation of system and process controls ensuring Schwab’s regulatory compliance with the SEC’s October 2016 Money Market Fund reforms; facilitated movement of billions of dollars of client assets between Prime and Institutional MMFs; developed ERISA-compliant cash sweep vehicle representing several billion dollars in retirement plan.
Feb 2015 - Nov 2016
Consultant, Ai Systems Design
Provided early strategic and technical framework for an early stage startup with AI-driven travel search engine.
Nov 2016 - Feb 2017
Head Of Product, Engineering, & Infrastructure, Black Diamond / Advent Software
Part of the Executive Management Team of a 150-person organization and leader of a 50-person product & technology organization; drove strategy and execution of Advent’s SaaS-based portfolio accounting system, Black Diamond, representing over 540 clients and $245B in assets; achieved client growth of 33%, asset growth of 82%, and revenue growth of 67%.
May 2012 - Jun 2014
Director & Cto
Directed technology and integration strategy for Pershing Advisor Solutions LLC, the 3rd-largest RIA custodian with over $150B in assets under management.
Nov 2010 - May 2012
Managing Director & Channel Owner, Schwabadvisorcenter.Com (Schwabinstitutional.Com)
Developed and launched the largest wealth management technology platform in the industry, now representing more than 15,000 Registered Investment Advisors and over $3.5T in investor assets.
Feb 2008 - Nov 2010
Director, Platform & Channel Management
Responsible for all client-facing regulatory reporting and accounting products for Schwab’s Advisor Services enterprise; led initiatives that acquired two strategic clients representing $8B in net new assets.
Jan 2006 - Jan 2008
Director, Metrics & Information Systems
Consolidated several cross-enterprise MIS teams into a centralized, 30-person reporting and analysis group; led the technical development of internal applications leading to a 90% reduction of wide-impact service issues and 50% reduction in regulatory complaints; provided critical business metrics and reporting to executive leadership and vice-chairs.
Dec 2002 - Jan 2006
Director, Active Trader Reporting & Analysis
Developed web-based data visualization application providing a 360-degree view of the firm’s most profitable clients to Schwab’s service and marketing enterprises; combined multiple sources of customer data into a centralized data store.
Dec 2001 - 2002
Director, Service Design & Integration
Designed business processes, team structures, and training curricula required to roll out new product offerings to Schwab customers.
Dec 2000 - Dec 2001
Director, Rapid Application Development
Responsible for the rapid development and maintenance of several enterprise-level applications supporting immediate or mid-term product and service needs, generating over $1MM in expense savings.
Jan 2000 - Dec 2000
Project Manager
Created multiple applications credited with several million dollars in operational cost savings; received the company’s highest individual honor—the Excellence in Service Presidential Award—from company founder Chuck Schwab in my second year of service.
Feb 1997 - Jan 2000
2 education records
Mike Golaszewski education
B.S., Communication
Arizona State University
B.A., Journalism
Arizona State University
FAQ
Frequently asked questions about Mike Golaszewski
Quick answers generated from the profile data available on this page.
What company does Mike Golaszewski work for?
Mike Golaszewski works for Ezra Group, LLC.
What is Mike Golaszewski's role at Ezra Group, LLC?
Mike Golaszewski is listed as Independent Strategic Advisor | WealthTech Platform Modernization, AI Risk Strategy, & Financial Services Innovation at Ezra Group, LLC.
What is Mike Golaszewski's email address?
AeroLeads has found 2 work email signals at @schwab.com for Mike Golaszewski at Ezra Group, LLC.
Where is Mike Golaszewski based?
Mike Golaszewski is based in San Francisco, California, United States while working with Ezra Group, LLC.
What companies has Mike Golaszewski worked for?
Mike Golaszewski has worked for Ezra Group, Llc, Blu Pagoda Llc, Self-Employed, Charles Schwab, and Ridgeline.
How can I contact Mike Golaszewski?
You can use AeroLeads to view verified contact signals for Mike Golaszewski at Ezra Group, LLC, including work email, phone, and LinkedIn data when available.
What schools did Mike Golaszewski attend?
Mike Golaszewski holds B.S., Communication from Arizona State University.
What skills is Mike Golaszewski known for?
Mike Golaszewski is listed with skills including Strategy, Financial Services, Product Management, Management, Saas, It Strategy, Enterprise Software, and Crm.
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