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The Charles Schwab Corporation | Company Profile, Marketing Contacts, Media Spend, Brands

The Charles Schwab Corporation, headquartered in San Francisco, CA, is a financial holding company providing, through its subsidiaries, securities brokerage, wealth management, banking and related financial services. The company provides financial services to individuals and institutional clients through three segments: Schwab Investor Services, Schwab Institutional and U.S. Trust.

Main Telephone (415) 636-7000
Main Fax (415) 636-5970
Primary Address
211 Main Street
San Francisco, CA 94105

The Charles Schwab Corporation Contacts

Contacts (5/60)
Name Title State
Carrie S. Board Chair & President, Charles Schwab Foundation CA
Sample of Associated Brands
Email: *****@*******.***
Main Phone: (415) 636-7000
Direct Phone: *** **** ***   ext: ****
Direct Fax: *** **** ***
Assistant Name: ** **** ***
Assistant Phone: *** **** ***
Address: 211 Main Street
San Francisco, CA

Charles S. Chairman CA
Joseph M. Senior Executive Vice President CA
Walt B. President & Chief Executive Officer CA
Kim L. President - Schwab Charitable CA

Media Spend

Media Spend Summary
Media Spend Channel

Associated Brands

Brand Media Spend
Charles Schwab Corporation ******** *
Schwab Trading Services *

Agency Relationships

Brand Agency Service From To
******* ****** *********** ******* public relations 2005 present
******* ****** *********** ********* ****** media buying & planning 2009 present
******* ****** *********** ********* ****** media buying & planning 2009 present
******* ****** *********** **** **** creative 2006 present
******* ****** *********** ********* digital 2014 present

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UPDATE: Charles Schwab starts search for parts of advertising work

Charles Schwab, one of the U.S.’s largest brokerages, has initiated an agency review to gain new ideas for ad creative, about two weeks after it replaced chief marketer Laurine Garrity with company veteran Jonathan Craig.

Craig was previously senior vice president of retail marketing and client acquisition.

Garrity, who held the job for 19 months, came on board last year as executive vice president and chief marketing officer. Garrity, formerly the CMO of TD Ameritrade, succeeded, who left to pursue other opportunities.

Alison Wertheim, vice president of public relations, told that the firm has started a search for certain aspects of its advertising work, but she declined to comment further.

Culver City, Calif.-based External View Consulting is managing the review.

Havas’ EuroRSCG New York, responsible for launching the “Talk to Chuck” campaign, told the publication that it will participate in the pitch and defend the business. The agency has worked with Charles Schwab since 2004, according to The List.

The review reportedly doesn’t impact media buying and planning, handled by Interpublic’s
, or public relations

Charles Schwab’s trading volumes fell 31 percent in August, compared to last year.

Kantar Media reports that Charles Schwab allocated $145.8 million towards measured media last year, up from almost $138 million in 2010. Display and cable TV ad spending had the biggest increases, while newspaper ad spending dropped by almost $2 million.

The Charles Schwab Corporation
211 Main St.
San Francisco, CA 94105
(415) 636-7000

Jonathan Craig
Executive Vice President & Chief Marketing Officer
(415) 636-7000