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Stephen Schmitt Email & Phone Number
Senior Manager, Business Strategy
at
Charles Schwab
1 work email found
@schwab.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Manager, Business Strategy
Location
Chicago, Illinois, United States
Company size
Who is Stephen Schmitt? Overview
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Quick answer
Stephen Schmitt is listed as Senior Manager, Business Strategy at Charles Schwab, a with 33019 employees, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Stephen Schmitt.
Stephen Schmitt previously worked as Senior Manager, Product Management at Charles Schwab and Product Manager, Data Products at Morningstar. Stephen Schmitt holds Bachelor Of Arts (B.A.), Economics from Wake Forest 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 Stephen Schmitt. Compare company email patterns before reaching out.
Profile bio
About Stephen Schmitt
Financial professional with 6+ years experience currently serving as a Senior Client Experience Manager on the the Mutual Fund, ETF, and 529 platform team at Charles Schwab.
Listed skills include Public Speaking, Microsoft Office, Microsoft Excel, Research, and 32 others.
Current workplace
Stephen Schmitt's current company
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Charles Schwab
10 roles
Stephen Schmitt work experience
A career timeline built from the work history available for this profile.
Senior Manager, Product Management
CurrentSenior Product Manager for the Mutual Fund, ETF, and 529 Offer Management team.
May 2022 - Present
Product Manager, Data Products
Dec 2019 - Apr 2022
Customer Success Manager
Help Morningstar's institutional clients achieve success by optimizing the integration of our institutional data and software products.
Sep 2018 - Dec 2019
Associate Customer Success Manager
Sep 2017 - Sep 2018
Marketing Associate
Marketing Associate for the Asset Management Segment as part of the Morningstar Development Program. Designed, managed and implemented Morningstar's Regulation Marketing campaign for Asset Managers. Organized the 2017 Morningstar Global Exchange which hosted over 15 global finance leaders.
Sep 2016 - Sep 2017
Product Consultant
Product Consultant for the Commodities and Energy department at Morningstar.
Sep 2015 - Sep 2016
English Language Assistant
- Assisted English language classes in two primary schools located in Villanueva de la Serena- Planned interactive lessons to develop English listening and speaking skills in 4th, 5th and 6th grade Spanish students- Fostered cultural understanding between Spain and the United States- Developed Spanish language skills through year-long immersion experience
Sep 2014 - May 2015
Intern
- Analyzed drivers of Retirement Consultants’ sales impacting future hiring and incentivizing- Developed a retention rate with the Finance department for fund assets and analyzed proposed compensation changes- Worked with 5 other interns to develop and present an internship marketing strategy
Jun 2013 - Aug 2013
Marketing Intern
- Analyzed and optimized Google Adwords account; increased campaign impressions by 71% - Compiled yearly visitor demographics and made recommendations for future target markets- Initiated contact with local universities and distributed promotions to over 5500 students- Developed online content featured on the museum’s blog and staff newsletters
Jun 2012 - Aug 2012
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts for 33019 employees →
ST
Shahona Talipova
Colleague at Charles SchwabUnited States
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CT
Content Test
Colleague at Charles SchwabSan Francisco, California, United States
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MY
Melissa Yadao
Colleague at Charles SchwabLas Vegas, Nevada, United States
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MO
Megija Ozola
Colleague at Charles SchwabIreland
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PG
Peter G Coutsouros
Colleague at Charles SchwabNorth Palm Beach, Florida, United States
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VG
Vidhi Gupta
Colleague at Charles SchwabBelleville, Michigan, United States
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SP
Sarah Pegues
Colleague at Charles SchwabUnited States
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TD
Tracy D Wilson
Colleague at Charles SchwabCarmichael, California, United States
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JC
Josué Contreras
Colleague at Charles SchwabSan Marcos, Texas, United States
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LP
Lynsey Parker
Colleague at Charles SchwabColorado Springs, Colorado, United States
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Shahona Talipova
Colleague at Charles SchwabUnited States
View →
CT
Content Test
Colleague at Charles SchwabSan Francisco, California, United States
View →
MY
Melissa Yadao
Colleague at Charles SchwabLas Vegas, Nevada, United States
View →
MO
Megija Ozola
Colleague at Charles SchwabIreland
View →
PG
Peter G Coutsouros
Colleague at Charles SchwabNorth Palm Beach, Florida, United States
View →
VG
Vidhi Gupta
Colleague at Charles SchwabBelleville, Michigan, United States
View →
SP
Sarah Pegues
Colleague at Charles SchwabUnited States
View →
TD
Tracy D Wilson
Colleague at Charles SchwabCarmichael, California, United States
View →
JC
Josué Contreras
Colleague at Charles SchwabSan Marcos, Texas, United States
View →
LP
Lynsey Parker
Colleague at Charles SchwabColorado Springs, Colorado, United States
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1 education record
Stephen Schmitt education
FAQ
Frequently asked questions about Stephen Schmitt
Quick answers generated from the profile data available on this page.
What company does Stephen Schmitt work for?
Stephen Schmitt works for Charles Schwab.
What is Stephen Schmitt's role at Charles Schwab?
Stephen Schmitt is listed as Senior Manager, Business Strategy at Charles Schwab.
What is Stephen Schmitt's email address?
AeroLeads has found 1 work email signal at @schwab.com for Stephen Schmitt at Charles Schwab.
Where is Stephen Schmitt based?
Stephen Schmitt is based in Chicago, Illinois, United States while working with Charles Schwab.
What companies has Stephen Schmitt worked for?
Stephen Schmitt has worked for Charles Schwab, Morningstar, Nalcap, Lincoln Financial Group, and The Art Institute Of Chicago.
Who are Stephen Schmitt's colleagues at Charles Schwab?
Stephen Schmitt's colleagues at Charles Schwab include Shahona Talipova, Content Test, Melissa Yadao, Megija Ozola, and Peter G Coutsouros.
How can I contact Stephen Schmitt?
You can use AeroLeads to view verified contact signals for Stephen Schmitt at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Stephen Schmitt attend?
Stephen Schmitt holds Bachelor Of Arts (B.A.), Economics from Wake Forest University.
What skills is Stephen Schmitt known for?
Stephen Schmitt is listed with skills including Public Speaking, Microsoft Office, Microsoft Excel, Research, Sales, Marketing, Negotiation, and Residential Homes.
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