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This profile was last updated on 10/17/14  and contains information from public web pages and contributions from the ZoomInfo community.

Ms. Naureen Hassan

Wrong Naureen Hassan?

Chief Operating Officer

Phone: (415) ***-****  HQ Phone
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

Board Memberships and Affiliations


  • BA
    Princeton University
  • Master's of Business Administration
    Stanford University Graduate School of Business
21 Total References
Web References
Keeping Swindlers Out of Your Bank and Brokerage Accounts | Wealth Management, 17 Oct 2014 [cached]
Naureen Hassan, senior vice president of client experience at Charles Schwab, which is the largest custodian of independent advisers in the country, said the firm had seen a fivefold increase in email-related fraud over the last two years.
Naureen ..., 12 June 2014 [cached]
Naureen Hassan
Charles Schwab Bank
Naureen Hassan is the Chief Operating Officer of the Charles Schwab Bank, a $50 billion subsidiary of the Charles Schwab Corporation, and one of the top 40 banks in the United States. She and her team are responsible for the Bank's lending business, operations, technology and Community Reinvestment Act functions. Naureen is also on the Board of Directors of the Bank. Prior to this role, Naureen was the head of the Client Experience group for Schwab Investor Services, the retail brokerage unit of the company. The Client Experience group was responsible for developing products, services and strategies to meet the needs of the retail client base in order to improve client satisfaction, increase revenue and deliver profitable growth. Naureen joined Schwab in 2003 in the Corporate Strategy group. While in that group, she worked with business leadership to identify and execute projects to grow the business and improve profitability of the entire company.
IMPACT Spokespeople | Charles Schwab, 12 June 2014 [cached]
Naureen Hassan, Senior Vice President
SalesForce - FPPad [cached]
Naureen Hassan, senior vice president, Client Experience, shares the latest on Schwab's technology offerings at IMPACT 2013.
Naureen Hassan, senior vice president, Client Experience, shares the latest on Schwab's technology offerings at IMPACT 2013.
Naureen Hassan, SVP of Client Experience revealed that in an average quarter, Schwab manually verifies over 240,000 signatures across a variety of forms. Clearly Schwab recognizes the ability to increase operational efficiency here with the adoption of electronic signature support.
Hassan announced two pending initiatives. First, wire requests will be "completely reinvented," as advisors can initiate wire requests via Schwab Advisor Center. Upon submission, clients will actually receive alerts on their mobile phone, and then they can log in to a Schwab app and approve the wire request on the spot.
This overhauled wire request process is aimed to combat fraud and theft in the industry due to a significant rise in client spoofing (see: Client spoofing strikes again, RIA loses $290,000 of client funds)
Second, Hassan announced that DocuSign is currently in a pilot program and will soon be completely integrated in the Schwab Alliance system.
Board - International Museum of Women, 20 Dec 2010 [cached]
Naureen Hassan
Naureen Hassan
Naureen is Chief Operating Officer of the Charles Schwab Bank. She assumed her current role in July 2007 after four years of increasing responsibility for strategic planning across Schwab. Before joining Schwab Investor Services, Naureen held various leadership positions within Schwab Institutional including heading the strategy team to promote business growth and set overall strategic direction, and serving as vice president of sales support in charge of core sales operating functions. Prior to this, she was a member of Schwab's Corporate Strategy group, where she played a key role in leading the company's 2004 turnaround effort by working on the branch network redesign, rollout of relationship practices, and development of phone-based relationship sales teams. Naureen earned a bachelor's degree, magna cum laude, from Princeton University and an MBA from the Stanford University Graduate School of Business.
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