Annie Liu
Roles available for:
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Fractional
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Consulting
-
Contract
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Interim
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Bellevue, Washington, United States
Annie Liu
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Roles available for:
-
Fractional
-
Consulting
-
Contract
-
Interim
-
Bellevue, Washington, United States
Experience
Strengths in this role: Digital Transformation • Cross-functional Team Leadership • Creating high performing teams with strong culture • Financial Advisory • Wealth Management and Banking integration • Strategic Partnerships • Go-to-Market Strategy
Industry Group: Finance
Industry: Financial Services
Years of experience: 24 years
Company name: Charles Schwab
Company size: 33,000 employees
Role in this company: As Managing Director and Regional Market Executive for the Pacific Northwest at Charles Schwab, I led a $150B business line, driving strategy and executing a comprehensive growth plan. I built and implemented a strategic roadmap that delivered double-digit revenue growth year after year. Through a client-focused approach and strong leadership, I elevated market presence, deepened client relationships, and positioned Schwab as the trusted leader in the region.