CarrieSchwabPomerantz

carrie.schwabpomerantz@schwab.com

Objective:Toexpandboardexperiencewithacorporatesocialresponsibilityandmarketingseatasan
independentdirector.

ProfessionalSummary:Inhermultifacetedrole,CarrieSchwabPomerantz, CFP,isaleadingexpertin
corporatesocialresponsibilityandadynamicvoiceininspiringAmericanstoengageintheirfinances,
demonstratingthatstrategiccorporatephilanthropycansimultaneouslysupportbusinessandsocialobjectives.
SheisalsochairmanoftheboardofSchwabCharitable,thesecondlargestdonoradvisedfundintheUnited
States.

Employment:CharlesSchwab:Washington,D.C.,Atlanta,SanFrancisco

(1983present)
TheCharlesSchwabCorporation(NYSE:SCHW)isaleadingprovideroffinancialservices,withmorethan
325officesand9.1millionactivebrokerageaccounts,1.3millioncorporateretirementplanparticipants,
916,000bankingaccounts,and$2.25trillioninclientassets.Throughitsoperatingsubsidiaries,thecompany
providesafullrangeofsecuritiesbrokerage,banking,moneymanagementandfinancialadvisoryservicesto
individualinvestorsandindependentinvestmentadvisors.

ChairmanoftheBoardandDirector,SchwabCharitable:

(2012present)
Providefiduciaryoversightandstrategicdirectiontoanationaldonoradvisedfundwithmorethan$6billionin
assetsundermanagementthatoffersclientsataxefficientandflexibleapproachtophilanthropy.Underher
leadership,assetsundermanagementhavenearlydoubled.

President,CharlesSchwabFoundationandSeniorVicePresident,SchwabCommunityServices:(2002present)
Ledtransformationofcorporatephilanthropystrategyintoamultidimensionaleducationandmarketingplatform
toshapecorporateculturearoundsocialresponsibility,uniteemployeestothecorporatepurpose,create
accessibilityandrelevancytofinancialservicesandgarnertrustamongSchwabcommunities.Builtnationally
recognizedfinancialeducationprograms,includingnationalpartnershipsthathavebeencitedbyUSTreasuryasa
bestpractice.

Chair,PartnershipsCommittee,PresidentsAdvisoryCouncilforFinancialCapability:
(20102013)
AppointedbyPresidentObamatoadvisetheAdministrationonstrategiestoimprovefinancialcapabilityofthe
Americanpublic.Ledeffortstostrengthenandenhancecoordinationbetweenpublicandprivatesectorfinancial
educationprograms,includingtheformulationofabestpracticeframeworkforworkplacefinancialeducationand
aresourceguidetoassistUScitiesandstatesinlocalpartnershipsandstrategiesfortheirresidents.Previously
servedasanexpertadvisortothePresidentsAdvisoryCouncilforFinancialLiteracyunderPresidentGeorgeW.
Bush.

SyndicatedPersonalFinanceColumnist,AuthorandSpokesperson:

(2000present)
Speakandwriteextensivelyaboutpersonalfinanceissues,offeringguidanceandadviceforconsumers.The
weeklyAskCarriecolumnappearsonSchwab.com,OnInvestingmagazine,andParade.com,andissyndicated
throughCreatorsSyndicate.Coauthoredwithherfather,CharlesSchwab,ItPaystoTalk:HowtoHavethe
EssentialConversationsWithYourFamilyAboutMoneyandInvesting.Authoroftheforthcomingbook,The
CharlesSchwabGuidetoFinancesAfterFifty,tobepublishedbyCrownBusiness/RandomHouseinApril2014.

VicePresident,ConsumerEducation:

(19992003)
Designedandledanoutreachandthoughtleadershipprogramtoattractandservewomeninvestors.

OtherLeadershipRoles
Chair,BoardofTrustees,PacificRegion,Boys&GirlsClubsofAmerica
Member,BoardofGovernors,Boys&GirlsClubsofAmerica,CompensationandBoardEngagementand
Governancecommittees
Member,BoardofInternationalWomen'sForumLeadershipFoundation
Director,BoardofDeckerCommunicationsInc.,aprivatelyheldcommunicationsconsultingcompany
Member,LeadershipAdvisoryCouncil,ColoradoStateUniversityGlobalCampus

Education
BA,UniversityofCalifornia,Berkeley
MBA,GeorgeWashingtonUniversity,concentrationinmarketing
GeorgeWashingtonUniversity,Fellow,OntheBoard,executiveeducationprogramtoadvancewomen's
corporateboardleadership

Certificates
FINRASeries7,23,63and8Registrations
CertifiedFinancialPlannercertificate

AccoladesandAwards
SanFranciscoBayArea's100MostInfluentialWomeninBusiness,(20022013)
GeorgeWashingtonUniversity,DistinguishedAlumniAchievementAward,(2013)
WilliamE.OdomVisionaryLeadershipAward,JumpstartCoalitionshighestrecognitionforindividualcontributions
tofinancialliteracy,(2011)
Women'sInitiativeforSelfEmploymentFoundersAwardforhervisionandsupportofwomeninbusiness,(2007)

Affiliations
Member,InternationalWomensForum
Member,WomenCorporateDirectors