Terri R. Kallsen net worth and biography

Terri Kallsen Biography and Net Worth

EVP of Charles Schwab

In her role as Chief Operating Officer, Terri leads efforts to drive growth by implementing organization-wide plans that enable the company to serve its financial advisors more efficiently and effectively, including access to a fully digitized service experience. Terri served most recently as Executive Vice President, Investor Services at Charles Schwab in San Francisco. She previously held senior leadership roles at First Command, USAA and Thrivent Financial. A CERTIFIED FINANCIAL PLANNER™ Professional, Certified Wealth Strategist, and member of the Financial Planning Association, she is highly regarded in the industry and has been featured in The Wall Street Journal, Bloomberg, CNBC, Investopedia and Kiplinger’s. Outside of the office, Terri enjoys competing in endurance sports, having run 21 marathons, including the Abbott World Marathon Achievement, and several triathlons. She also serves on The Board of Trustees for the College of St. Benedict, and previously served on the Board of Trustees for the American College. She is an active volunteer for financial literacy for women, and at St. Mary’s Center in Oakland. Terri lives in the San Francisco Bay Area with her husband of 25+ years and three children.

What is Terri R. Kallsen's net worth?: The estimated net worth of Terri R. Kallsen is at least $137,264.76 as of April 24th, 2018. Mr. Kallsen owns 1,706 shares of Charles Schwab stock worth more than $137,265 as of November 21st. This net worth approximation does not reflect any other investments that Mr. Kallsen may own. Learn More about Terri R. Kallsen's net worth.
How do I contact Terri R. Kallsen?: The corporate mailing address for Mr. Kallsen and other Charles Schwab executives is 211 MAIN STREET, SAN FRANCISCO CA, 94105. Charles Schwab can also be reached via phone at (817) 859-5000 and via email at [email protected]. Learn More on Terri R. Kallsen's contact information.
Has Terri R. Kallsen been buying or selling shares of Charles Schwab?: Terri R. Kallsen has not been actively trading shares of Charles Schwab during the last quarter. Most recently, Terri R. Kallsen sold 16,346 shares of the business's stock in a transaction on Wednesday, March 6th. The shares were sold at an average price of $45.93, for a transaction totalling $750,771.78. Learn More on Terri R. Kallsen's trading history.
Who are Charles Schwab's active insiders?: Charles Schwab's insider roster includes Walter Bettinger (CEO), Marianne Brown (Director), Marie Chandoha (CEO), Bernard Clark (EVP), Jonathan Craig (EVP), Peter Crawford (CFO), Joan Dea (Director), Christopher Dodds (Director), Mark Goldfarb (Director), William Haraf (Director), Frank Herringer (Director), Terri Kallsen (EVP), Joseph Martinetto (COO), Stephen McLin (Director), Peter Morgan, III (EVP), Nigel Murtagh (EVP), Todd Ricketts (Director), Charles Ruffel (Director), Charles Schwab (Chairman), Carolyn Schwab-Pomerantz (Director), Paula Sneed (Director), Roger Walther (Director), Paul Woolway (Managing Director, Chief Banking Officer), and Richard Wurster (President). Learn More on Charles Schwab's active insiders.
Are insiders buying or selling shares of Charles Schwab?: In the last twelve months, Charles Schwab insiders bought shares 2 times. They purchased a total of 35,000 shares worth more than $2,277,000.00. In the last twelve months, insiders at the financial services provider sold shares 43 times. They sold a total of 1,102,182 shares worth more than $78,700,415.38. The most recent insider tranaction occured on November, 18th when Director Christopher V Dodds sold 9,284 shares worth more than $755,996.12. Insiders at Charles Schwab own 6.6% of the company. Learn More about insider trades at Charles Schwab.
Information on this page was last updated on 11/18/2024.

Terri R. Kallsen Insider Trading History at Charles Schwab

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
3/6/2019	Sell	16,346	$45.93	$750,771.78
3/4/2019	Sell	41,285	$46.75	$1,930,073.75
12/3/2018	Sell	4,913	$46.09	$226,440.17
4/24/2018	Sell	36,285	$55.89	$2,027,968.65	1,706
3/1/2018	Sell	5,000	$52.94	$264,700.00
2/7/2018	Sell	2,026	$51.94	$105,230.44	1,706
1/3/2018	Sell	2,026	$51.30	$103,933.80	1,706
12/6/2017	Sell	1,982	$50.55	$100,190.10	1,706
11/8/2017	Sell	815	$43.97	$35,835.55
11/6/2017	Sell	861	$44.64	$38,435.04	3,382
11/2/2017	Sell	1,981	$44.18	$87,520.58	5,212
10/6/2017	Sell	4,267	$46.02	$196,367.34
10/4/2017	Sell	1,000	$44.36	$44,360.00
9/6/2017	Sell	1,000	$38.99	$38,990.00	5,212
8/2/2017	Sell	2,000	$43.07	$86,140.00	5,212
7/3/2017	Sell	10,536	$43.15	$454,628.40	5,212
4/19/2017	Sell	27,122	$38.36	$1,040,399.92	5,212
11/14/2016	Sell	30,933	$36.94	$1,142,665.02	5,212
11/3/2016	Sell	8,509	$31.40	$267,182.60	6,027
7/22/2016	Sell	6,894	$28.01	$193,100.94	17,822
11/4/2015	Sell	15,469	$31.58	$488,511.02	12,662

Terri R. Kallsen Buying and Selling Activity at Charles Schwab

Charles Schwab Company Overview

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It also provides digital retirement calculators; integrated web-, mobile-, and software-based trading platforms, real-time market data, options trading, premium research, and multi-channel access; self-service education and support tools; online research and analysis tools; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.

Today's Range

Now: $80.46

$79.42

$80.52

50 Day Range

MA: $69.79

$61.74

$81.40

2 Week Range

Now: $80.46

$55.42

$82.50

Volume

5,789,516 shs

Average Volume

8,249,559 shs

Market Capitalization

$143.19 billion

P/E Ratio

31.43

Dividend Yield

1.25%

Beta

0.96

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