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Clay Mitchell

Participant Consultant at Charles Schwab
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About Clay Mitchell

Clay Mitchell is Participant Consultant of Charles Schwab based in 3000 Schwab Way Westlake, Texas 76262, US. Previously worked at Charles Schwab as a Investment Consultant. Charles Schwab is a Finance, Capital Markets company in 3000 Schwab Way Westlake, Texas 76262, US with 25812 employees.

Clay Mitchell has 25 years of professional experience, with an average of 3 years per position throughout their career. Their recent employment history shows 0 changes in the past 3 years, with high job stability. they have Fortune 500 company experience.

Clay Mitchell holds a degree from University of Colorado Boulder - Leeds School of Business, with 23 years since graduation. Their career include experience at a global enterprise.

Clay Mitchell Social
Clay Mitchell Work
Clay Mitchell have been working for 25 years. Currently Clay Mitchell is the Participant Consultant @Charles Schwab, with experience in Investment Consultant, Marketing & Analytics @Charles Schwab, Cambiar Investors
Jul 2021 - Present · 3 years and 10 months
Participant Consultant
Jul 2024 - Present · 10 months
Investment Consultant
Jul 2021 - Jul 2024 · 3 years
Marketing & Analytics
May 2011 - Apr 2021 · 9 years and 11 months
About Clay Mitchell's Current Company
10000+ Employees

Charles Schwab is founded in 1973, operates from its headquarter in 3000 Schwab Way Westlake, Texas 76262, US. The company operates in the Finance, Capital Markets sector, providing Insurance Agents, Investment Services, and more to its customers.

Charles Schwab specializes in Improving the investing experience, Disrupting traditional Wall Street approaches, Client-centric investment strategies, and offers services including Investment services, Client support (7 a.m.–7 p.m. CT or 24/7).

Charles Schwab has hired 270 new employees in the past 6 months. During the past 6 months, 222 employees departed.

Year Founded
1973
Social Media
LinkedinFacebookTwitter
Company Type
Public
Business Model
Producer, Distributor, Service providers
IPO Status
Listed
Total Funding
$132 million
Primary Industry
Finance, Capital Markets
HQ Location
3000 Schwab Way Westlake, Texas 76262, US
Main Products
Insurance AgentsInvestment ServicesConsultantFinancial AdvisorFinancial PlannerFinancial Services - Serving South CarolinaOnline InvestingExchange Traded FundsOnline BankingBrokerage
Expertise
Improving the investing experienceDisrupting traditional Wall Street approachesClient-centric investment strategies
Solutions
Investment servicesClient support (7 a.m.–7 p.m. CT or 24/7)
Keywords
Financial ServicesBrokerBrokerageRetirement PlanningInvestment AdviceFinancial PlanningAsset ManagementWealth ManagementTrading PlatformStock Trading
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Clay Mitchell Education

Clay Mitchell completed at University of Colorado Boulder - Leeds School of Business (1998 - 2003)

University of Colorado Boulder - Leeds School of Business
BSBusiness Administration--Finance
1998 - 2003

Clay Mitchell Email & Phone number

These email and Phone numbers are the most updated and verified contact information for Clay Mitchell found in 2025.

  • Email AddressC**@aboutschwab.comPersonal Email
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  • Phone Number(xxx)xxx-xxxxPersonal Phone
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