Director, New Products Risk Program, Enterprise Risk Management
Current
Aug 2019 - Present
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Bernard Smith Email & Phone Number
Director, New Products Risk Program, Enterprise Risk Management at Charles Schwab
at
Charles Schwab
1 work email found
@schwab.com
3 phones found area 925 and 415
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Director, New Products Risk Program, Enterprise Risk Management at Charles Schwab
Location
San Francisco Bay Area, United States, United States
Company size
Who is Bernard Smith? Overview
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Quick answer
Bernard Smith is listed as Director, New Products Risk Program, Enterprise Risk Management at Charles Schwab at Charles Schwab, a company with 20505 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 925, 415, and a matched LinkedIn profile for Bernard Smith.
Bernard Smith previously worked as Director, New Products Risk Program, Enterprise Risk Management at Charles Schwab and Enterprise Digital, Analytics & Risk Technology Director at Charles Schwab. Bernard Smith holds Mba from Santa Clara 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 Bernard Smith. Compare company email patterns before reaching out.
Profile bio
About Bernard Smith
I'm an Executive Financial Services Professional with 20 years of experience in a Fortune 500 company. At my core, I am an entrepreneur and lifelong learner which led me to establish my own direct-to-consumer farm business. I love building teams that connect the dots, execute on plans and deliver results. I’ve lead teams in Finance, Securities Lending, Software Development, Data Governance, and Risk Operations. My ability to approach solutions strategically, clarify and articulate objectives, and build strong relationships to deliver solutions has enabled me to coach others to their full potential and build a strong foundation for their future success. I have a passion for health and wellness. When I’m not working, I am usually with my wife hanging out with friends, cooking something awesome to eat, or at the gym working it off! Areas of Expertise: • leading teams• motivating individuals for high performance based on individual preferences• diversity and inclusion• systems thinking for service delivery process design and quality• respectful challenge and empathetic leadership• courageous conversations• financial management• strategic approach• process improvement• project execution
Listed skills include Business Development, New Business Development, Financial Modeling, Start Ups, and 13 others.
Current workplace
Bernard Smith's current company
Company context helps verify the profile and gives searchers a useful next step.
Charles Schwab
8 roles
Bernard Smith work experience
A career timeline built from the work history available for this profile.
Enterprise Digital, Analytics & Risk Technology Director
Sep 2018 - Aug 2019
Director, Market & Investment Risk Technology
★ Lead the development and support of technology infrastructure required to meet the requirements of a mandatory federal economic forecast stress testing process (CCAR).★ Directed efforts of Application Engineers, Business Systems Analysts, System Administrators, and Agile Scrum Masters; oversaw the creation of internal testing protocols and systems.★ Lead.
Feb 2013 - Sep 2018
Owner
★ Launched and managed this direct-to-customer farming operation, dedicated to the raising, marketing, and sale of pork and beef products, piloting the venture to profitability, until sale of company in 2018.★ Created all processing, sales, and distribution channel development strategies and procedures.★ Defined strict production protocols in alignment.
Jun 2008 - Sep 2018
Vice President, Securities Lending Trading And Sales
★ Exceeded annual sales and revenue targets.★ Assembled a team of traders capable of identifying and lending securities to short sellers and hedge funds, while negotiating favorable fees based on supply and demand.★ Responsible for relationships with clients and vendors, negotiations, and the identification of growth and revenue opportunities.★ Adopted a.
Jun 1995 - May 2008
Director, Finance
★ Managed a team that produced financial analysis to support investment decisions for the Brokerage Operations Division.★ Reviewed project requests and facilitated the budget development process.☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲ABOUT CHARLES SCHWABThe Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory.
Jun 1992 - Jun 1995
Senior Financial Analyst
May 1991 - Jun 1992
Financial Analyst
Equitec Financial Group
Aug 1987 - May 1991
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts for 20505 employees →
HS
Heather Sands
Colleague at Charles SchwabPhoenix, Arizona, United States, United States
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TA
Taylor Andrews
Colleague at Charles SchwabDenver, Colorado, United States, United States
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PD
Paul Dunk
Colleague at Charles SchwabOak Park, Illinois, United States, United States
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CC
Carrie Crofton
Colleague at Charles SchwabMorrison, Colorado, United States, United States
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LK
Lukas Kral
Colleague at Charles SchwabGrafton, Wisconsin, United States, United States
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RH
Richard Hawkins
Colleague at Charles SchwabBedford, Texas, United States, United States
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BC
Bob Clancy
Colleague at Charles SchwabAustin, Texas Metropolitan Area, United States
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AT
Amy Thomas
Colleague at Charles SchwabCharlotte Metro, United States
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CM
Cass Mcpherson
Colleague at Charles SchwabOmaha, Nebraska, United States, United States
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RF
Ryan Fowler
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States, United States
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Heather Sands
Colleague at Charles SchwabPhoenix, Arizona, United States, United States
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TA
Taylor Andrews
Colleague at Charles SchwabDenver, Colorado, United States, United States
View →
PD
Paul Dunk
Colleague at Charles SchwabOak Park, Illinois, United States, United States
View →
CC
Carrie Crofton
Colleague at Charles SchwabMorrison, Colorado, United States, United States
View →
LK
Lukas Kral
Colleague at Charles SchwabGrafton, Wisconsin, United States, United States
View →
RH
Richard Hawkins
Colleague at Charles SchwabBedford, Texas, United States, United States
View →
BC
Bob Clancy
Colleague at Charles SchwabAustin, Texas Metropolitan Area, United States
View →
AT
Amy Thomas
Colleague at Charles SchwabCharlotte Metro, United States
View →
CM
Cass Mcpherson
Colleague at Charles SchwabOmaha, Nebraska, United States, United States
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RF
Ryan Fowler
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States, United States
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2 education records
Bernard Smith education
Bs, Business - Finance With Minors In Computer Science And Economics
FAQ
Frequently asked questions about Bernard Smith
Quick answers generated from the profile data available on this page.
What company does Bernard Smith work for?
Bernard Smith works for Charles Schwab.
What is Bernard Smith's role at Charles Schwab?
Bernard Smith is listed as Director, New Products Risk Program, Enterprise Risk Management at Charles Schwab at Charles Schwab.
What is Bernard Smith's email address?
AeroLeads has found 1 work email signal at @schwab.com for Bernard Smith at Charles Schwab.
What is Bernard Smith's phone number?
AeroLeads has found 3 phone signal(s) with area code 925, 415 for Bernard Smith at Charles Schwab.
Where is Bernard Smith based?
Bernard Smith is based in San Francisco Bay Area, United States, United States while working with Charles Schwab.
What companies has Bernard Smith worked for?
Bernard Smith has worked for Charles Schwab, Full Of Life Farm, Ltx Corporation, and Equitec Financial Group.
Who are Bernard Smith's colleagues at Charles Schwab?
Bernard Smith's colleagues at Charles Schwab include Heather Sands, Taylor Andrews, Paul Dunk, Carrie Crofton, and Lukas Kral.
How can I contact Bernard Smith?
You can use AeroLeads to view verified contact signals for Bernard Smith at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Bernard Smith attend?
Bernard Smith holds Mba from Santa Clara University.
What skills is Bernard Smith known for?
Bernard Smith is listed with skills including Business Development, New Business Development, Financial Modeling, Start Ups, Sales, Entrepreneurship, Customer Service, and Team Building.
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