Share This Profile
Share this profile on Facebook.
Link to this profile on LinkedIn.
Tweet this profile on Twitter.
Email a link to this profile.
See other services through which you can share this profile.
This profile was last updated on 10/19/15  and contains information from public web pages and contributions from the ZoomInfo community.

Catherine A. Golladay

Wrong Catherine A. Golladay?

Vice President

Phone: (415) ***-****  HQ Phone
Email: c***@***.com
Local Address:  United States
The Charles Schwab Corporation
211 Main Street
San Francisco , California 94105
United States

Company Description: The Charles Schwab Corporation (CSC) is a financial holding company. Through its subsidiaries, the Company engages in securities brokerage, banking and related...   more

Employment History


  • Bachelor of Science degree , accounting
    University of Akron
  • Master of Business Administration degree
    Weatherhead School of Management at Case Western Reserve University
61 Total References
Web References
"We've observed that when advice is ..., 19 Oct 2015 [cached]
"We've observed that when advice is built into the plan so that participants start off with it and are fee to opt out if they wish, nearly 86 percent stick with it," said Catherine Golladay, Schwab's vice president of participant services and administration, in a written statement.
Ray Mignone and Associates, Inc. - 101 Mistakes Made on 401(k)s, 13 Sept 2014 [cached]
"Professional advice is important because it will take into consideration all the factors affecting that individual including all of his or her assets," says Catherine Golladay, vice president, Schwab Participant Services, adding that anyone enrolled in a 401(k) plan should automatically receive advice.
HR Elements Bulletin - Independent Benefit Services | Washington DC | 301-921-7804 | Maryland | Virginia | iBen, 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.
Catherine Golladay | Charles Schwab, 10 Oct 2013 [cached]
Catherine Golladay
Catherine Golladay
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
Experts | Charles Schwab, 4 Feb 2015 [cached]
Catherine Golladay
Other People with the name "Golladay":
Other ZoomInfo Searches
Accelerate your business with the industry's most comprehensive profiles on business people and companies.
Find business contacts by city, industry and title. Our B2B directory has just-verified and in-depth profiles, plus the market's top tools for searching, targeting and tracking.
Atlanta | Boston | Chicago | Houston | Los Angeles | New York
Browse ZoomInfo's business people directory. Our professional profiles include verified contact information, biography, work history, affiliations and more.
Browse ZoomInfo's company directory. Our company profiles include corporate background information, detailed descriptions, and links to comprehensive employee profiles with verified contact information.