Managing Director, Retail Analytics At Charles Schwab
Current
Mar 2021 - Present
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Will Barnes Email & Phone Number
Managing Director, Retail Analytics at Charles Schwab
at
Charles Schwab
1 work email found
@schwab.com
1 phone found area 210
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director, Retail Analytics at Charles Schwab
Location
San Antonio, Texas, United States
Company size
Who is Will Barnes? Overview
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Quick answer
Will Barnes is listed as Managing Director, Retail Analytics at Charles Schwab at Charles Schwab, a company with 20505 employees, based in San Antonio, Texas, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 210, and a matched LinkedIn profile for Will Barnes.
Will Barnes previously worked as Senior Director of Client Relationship Finance at Tiaa and Senior Director of Strategy & Business Integration at Tiaa. Will Barnes holds Master Of Business Administration (M.B.A.) from University Of Colorado Denver.
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 Will Barnes. Compare company email patterns before reaching out.
Profile bio
About Will Barnes
SALES PLANNING & EXECUTION ✦ OPERATIONAL TRANSFORMATION ✦ TEAM BUILDING AND LEADERSHIP ✦ DATA ANALYTICS & REPORTING ✦ FINANCIAL PLANNING & ANALYSIS ✦ CONTINUOUS IMPROVEMENTAs a strategic leader and integrator, I steer operational and financial functions for major financial services brands providing expertise in financial services and wealth management products combined with financial planning & advisory processes. My well-rounded experience encompasses all areas of operations from operations to financial consultant roles to functioning as CAO directing key projects, products, and analytics teams. Throughout my career, I’ve been an intrapreneur to drive large business line launches and related operational transformation/change management initiatives. Companies repeatedly turn to me to define strategy and drive innovation, collaboration, and performance improvement. As such, I bring clarity to challenging problems, execute complex initiatives, and help others engage in and embrace solutions in process reengineering and digitization. Highlights of my contributions…✔As a business strategist, I’ve developed and executed strategy to serve ~90% of TIAA client base using a hybrid model (digital advice experience / contact center). Devised institutional pricing strategy that allowed company to retain/acquire 10 institutional clients (~$6.25B in assets) in 2021. ✔As a performance improvement driver, I delivered 24% YoY annuity sales improvement at USAA. Managed Agile project that improved USAA advisor effectiveness 27% on annuity advice/planning.✔As a manager of data analytics and reporting, I’ve built and inspired D&A teams that supported game-changing initiatives such as launch of TIAA’s and Schwab’s Mass Affluent advisory & sales offerings. Led USAA team that completed 2.8K+ analytics requests and delivered $9.5M in benefits to customers with 97% customer satisfaction score.✔As a leader of new business lines, I facilitated the launch of USAA’s first wealth management business functioning as CAO. Led GTM strategy for launch of USAA’s first ETFs, which achieved $1.5B AUM in 12 months. Helped launch TIAA’s direct-to-consumer offering integrating digital and call center models.
Listed skills include Business Analysis, Management, Leadership, Process Improvement, and 15 others.
Current workplace
Will Barnes's current company
Company context helps verify the profile and gives searchers a useful next step.
Charles Schwab
7 roles
Will Barnes work experience
A career timeline built from the work history available for this profile.
Senior Director Of Client Relationship Finance
Following reorganization, led integration of two diverse groups into a single cohesive team supporting both individual and institutional client facing teams (700 advisors), 200K clients, and $135B in assets. Lead Finance team, budget, strategic and financial analysis, business performance analytics and reporting, pricing modeling and analysis, asset.
Mar 2020 - Mar 2021
Senior Director Of Strategy & Business Integration
Recruited back to help launch a start-up direct-to-consumer advisory business line while functioning as CAO of the Investment Advisory Center (IAC). Managed shared services team, strategic planning/execution, budget, IT portfolio, and reporting and analytics. Developed and executed strategy to serve ~90% of TIAA client base using a hybrid model (digital.
Sep 2017 - Mar 2021
Director Of Product Management
Selected to lead go-to-market strategy for launch of USAA’s first ETF products, which achieved goal of $1.5B in assets under management within 12 months, as well as serve as Product Line Leader for the Single Premium Immediate Annuity (SPIA) product. Led cross-functional team to develop all launch activities. Accomplishments included reigniting SPIA.
Dec 2014 - Aug 2017
Director Of Performance Optimization
Functioning as CAO, helped USAA launch its Wealth Management Business leading a team in data and analytics, Salesforce administration, financial analysis and modeling, and strategy. Selected to turn around performance and change culture of three disparate data and analytics teams supporting all business lines. Accomplishments include growing USAA Wealth.
Jul 2009 - Nov 2014
Senior Financial Analyst
Promoted after completing graduate degrees and demonstrating top performance in the call center to support the Institutional and Wealth Management business. Led team performing reporting, analysis, and modeling. Created staff, financial, capacity planning, and other operating models that enabled Wealth Management business to plan proactive strategic.
Feb 2005 - Jul 2009
Sr Financial Consultant
Delivered holistic financial advice to participants planning for, transitioning into, and living in retirement. Sold annuities and mutual funds and cross-sold other products in a call center setting. Brought in $10M/year in assets as a top producer cross-selling new products and driving incremental assets. Rated as a provider of “superior service” with an.
Apr 2001 - Feb 2005
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts for 20505 employees →
SV
Sameer V
Colleague at Charles SchwabUnited States, United States
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ML
Martin Link
Colleague at Charles SchwabSeattle, Washington, United States, United States
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IF
Isaac Franz
Colleague at Charles SchwabGreater Seattle Area, United States
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PK
Preston Kok
Colleague at Charles SchwabCave Creek, Arizona, United States, United States
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GF
Gregory Fletcher
Colleague at Charles SchwabChicago, Illinois, United States, United States
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OP
Odis Prunty
Colleague at Charles SchwabChillicothe, Ohio, United States, United States
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KW
Kara Wilson
Colleague at Charles SchwabKeller, Texas, United States, United States
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AM
Anne M. Wilkins, Mba, Cfp®
Colleague at Charles SchwabNew York City Metropolitan Area, United States
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AC
Antonio Colon
Colleague at Charles SchwabNew York City Metropolitan Area, United States
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AS
Anish Singam
Colleague at Charles SchwabChicago, Illinois, United States, United States
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Sameer V
Colleague at Charles SchwabUnited States, United States
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ML
Martin Link
Colleague at Charles SchwabSeattle, Washington, United States, United States
View →
IF
Isaac Franz
Colleague at Charles SchwabGreater Seattle Area, United States
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PK
Preston Kok
Colleague at Charles SchwabCave Creek, Arizona, United States, United States
View →
GF
Gregory Fletcher
Colleague at Charles SchwabChicago, Illinois, United States, United States
View →
OP
Odis Prunty
Colleague at Charles SchwabChillicothe, Ohio, United States, United States
View →
KW
Kara Wilson
Colleague at Charles SchwabKeller, Texas, United States, United States
View →
AM
Anne M. Wilkins, Mba, Cfp®
Colleague at Charles SchwabNew York City Metropolitan Area, United States
View →
AC
Antonio Colon
Colleague at Charles SchwabNew York City Metropolitan Area, United States
View →
AS
Anish Singam
Colleague at Charles SchwabChicago, Illinois, United States, United States
View →
3 education records
Will Barnes education
Master Of Business Administration (M.B.A.)
Master Of Science (M.S.), Finance, General
Bachelor Of Arts - Ba, Double Major: International Relations And French
FAQ
Frequently asked questions about Will Barnes
Quick answers generated from the profile data available on this page.
What company does Will Barnes work for?
Will Barnes works for Charles Schwab.
What is Will Barnes's role at Charles Schwab?
Will Barnes is listed as Managing Director, Retail Analytics at Charles Schwab at Charles Schwab.
What is Will Barnes's email address?
AeroLeads has found 1 work email signal at @schwab.com for Will Barnes at Charles Schwab.
What is Will Barnes's phone number?
AeroLeads has found 1 phone signal(s) with area code 210 for Will Barnes at Charles Schwab.
Where is Will Barnes based?
Will Barnes is based in San Antonio, Texas, United States while working with Charles Schwab.
What companies has Will Barnes worked for?
Will Barnes has worked for Charles Schwab, Tiaa, and Usaa.
Who are Will Barnes's colleagues at Charles Schwab?
Will Barnes's colleagues at Charles Schwab include Sameer V, Martin Link, Isaac Franz, Preston Kok, and Gregory Fletcher.
How can I contact Will Barnes?
You can use AeroLeads to view verified contact signals for Will Barnes at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Will Barnes attend?
Will Barnes holds Master Of Business Administration (M.B.A.) from University Of Colorado Denver.
What skills is Will Barnes known for?
Will Barnes is listed with skills including Business Analysis, Management, Leadership, Process Improvement, Risk Management, Strategic Planning, Business Process Improvement, and Insurance.
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