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This profile was last updated on 9/13/14  and contains information from public web pages and contributions from the ZoomInfo community.

Catherine Golladay

Wrong Catherine Golladay?

Vice President of Participant Ser...

Phone: (415) ***-****  HQ Phone
Email: c***@***.com
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
59 Total References
Web References
"Professional advice is important because ..., 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.
Experts | Charles Schwab, 12 June 2014 [cached]
Catherine Golladay
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 ..., 31 July 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
Money Category - Schwab Talk Blog | Charles Schwab, 4 June 2013 [cached]
Catherine Golladay, vice president of 401(k) Participant Services, has some tips for you in this quick ... Read More >
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