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This profile was last updated on 6/12/14  and contains information from public web pages and contributions from the ZoomInfo community.

Catherine Golladay

Wrong Catherine Golladay?

Vice President of Participant Ser...

Phone: (800) ***-****  HQ Phone
Email: c***@***.com
The Charles Schwab Corporation
211 Main Street
San Francisco, California 94105
United States

Company Description: The Schwab Foundation for Social Entrepreneurship provides unparalleled platforms at the country, regional and global levels that highlight social entrepreneurship...   more
Background

Employment History

Education

  • Bachelor of Science degree , accounting
    University of Akron
  • Master of Business Administration degree
    Weatherhead School of Management at Case Western Reserve University
51 Total References
Web References
Experts | Charles Schwab
www.aboutschwab.com, 12 June 2014 [cached]
Catherine Golladay
"To me, the biggest mistake is ...
nypost.com, 2 Nov 2013 [cached]
"To me, the biggest mistake is individuals not taking advantage of professional advice that may be offered within their 401(k) plan," says Catherine Golladay, vice president of participant services for Schwab.
Golladay notes that a majority of employers offer some advice along with their 401(k)s. She added that those participants who use the service tend to feel more confident and get better performance from their funds.
Catherine ...
rethinkingretirement.schwab.com, 31 July 2013 [cached]
Catherine Golladay
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Catherine Golladay
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Catherine A. Golladay is responsible for leading the teams that provide advice, service and support to participants in bundled retirement plans administered by Schwab. Her team also provides support for participants served by Schwab's stock plan services and executive services groups.
Previously, Golladay was a Vice President of participant programs in Schwab's Corporate & Retirement Services business, where she was responsible for overseeing the advice and education teams. Prior positions with Schwab include serving as director of client services in Schwab's Retirement Plan Services (SRPS) business and senior manager of client services and relationship manager for Schwab's larger clients within SRPS.
Prior to joining Schwab, Golladay was vice president of ERISA compliance at Key Bank. Before that she served as a Certified Public Accountant (CPA) at S.R. Snodgrass and Co., LPA.
She is a Certified Public Accountant and a qualified 401(k) administrator (QKA). She also holds NASD Series 7, 63, 66, 9, 10, and 24 licenses.
Golladay earned a Bachelor of Science degree in accounting from the University of Akron. She also has a Master of Business Administration degree from the Weatherhead School of Management at Case Western Reserve University.
...
Catherine Golladay
Money Category - Schwab Talk Blog | Charles Schwab
www.aboutschwab.com, 4 June 2013 [cached]
Catherine Golladay, vice president of 401(k) Participant Services, has some tips for you in this quick ... Read More >
HR Elements Bulletin - Independent Benefit Services | Washington DC | 301-921-7804 | Maryland | Virginia | iBen
iben.com, 1 Aug 2012 [cached]
While the economy might seem like a likely culprit, Catherine Golladay, a vice president of participant services for Schwab, said a big reason that participants dig into their 401(k)s is the need for college funding for their children.
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