Kim is president of Schwab Charitable, a non-profit, donor-advised fund provider established with the support of Charles Schwab & Co., Inc. to make charitable giving simpler and more tax-efficient for clients. She is responsible for the general management of Schwab Charitable and the fulfillment of its charitable mission, setting strategy and priorities and ensuring all contractual obligations and goals are met. Prior to joining Schwab Charitable, Kim held a variety of leadership, strategy, and general management positions at Charles Schwab & Co., Inc. Earlier in her career, Kim was a vice president for Citibank-Asia/Pacific and a Consultant for Bain & Company. She also has served on the board of the Educational Foundation of Orinda and as the head of its investment committee. Kim has been recognized by the San Francisco Business Times as one of the most influential women in Bay Area business. She holds a BA in economics and a BS in biology from Stanford University and an MBA from Harvard Business School.
Vice President of Investment Oversight & Risk Management
Barbara oversees Schwab Charitable's investment and complex gift acceptance programs and is responsible for its enterprise risk management. Barbara joined Schwab Charitable in 2009, following an 18-year tenure as a wealth management executive. Most recently, she served as Vice President of Planning & Investments and Chief Compliance Officer for Union Square Investment Company, an SEC-registered investment advisory firm. Earlier in her career, Barbara held numerous management roles in finance and product management capacities in the telecommunications industry. Barbara holds a degree in economics from American University.
Vice President, Accounting, Finance, & Tax
Susy oversees Schwab Charitable’s financial and accounting operations and is responsible for developing financial strategy. Prior to joining Schwab Charitable in 2000, Susy worked in controller positions in the oil and gas industry in Southern California and held leadership positions at major non-profit organizations in the Bay Area. She contributes her skills to a number of charitable organizations, including serving on the boards of the Northern California Club of Mount Holyoke College and the Daraja Education Fund. Susy formerly served on the Finance Committee for the Alumnae Association of Mount Holyoke College and the board of the Calvary Presbyterian Foundation. Susy enjoys using her vacation time to volunteer abroad, most recently in Argentina, Thailand, Fiji, and New Zealand. She holds a BA in Latin American Studies from Mount Holyoke College and an MBA from Middlebury Institute of International Studies at Monterey.
Vice President, Business Development & Marketing
Fred brings over 20 years of financial services experience to Schwab Charitable. He was formerly with MasterCard Worldwide, where he held senior-level positions in customer marketing, global sponsorships, and account management. Prior to that, Fred managed strategic relationships with key global financial institutions and led marketing initiatives with leading sponsorship properties at Visa. He began his career in advertising with Young & Rubicam in New York. Fred is actively involved in volunteer work, including past board service with Children’s Council of San Francisco and United Way of the Bay Area’s Marketing Advisory Council. He is a graduate of Boston College and is a former Coro Foundation fellow.
Managing Director, Client Experience Service & Operations
Chris brings over two decades of financial and non-profit experience to Schwab Charitable, where he manages the operations and client service teams and is responsible for driving enterprise-wide projects including technology initiatives and training. Before joining Schwab Charitable, Chris held several leadership positions at Charles Schwab & Co., Inc., including leading a high-volume operations organization where he introduced technology-driven process improvements to automate, expedite, and increase quality. Chris serves on the board of the New Conservancy Theatre Center in San Francisco and has previous board service with Shih Yu-Lang Central YMCA. He holds a BS in biology and zoological anthropology from the University of Michigan.