# Stacy Hammond

> Stacy Hammond is Managing Director and Chief Marketing Officer at Charles Schwab, where she leads marketing across Investor Services, Advisor Services, and Workplace Financial Solutions. A California native and former Advertising Council employee, she joined Schwab in 2001 after earning an MBA at Yale, moved through a rotational program and operating roles in retail, product development, acquisition, and client experience, and eventually became CMO. Her public leadership philosophy combines client empathy, broad curiosity, candid feedback, and what she calls a cheerleader personal brand.

- **Role:** Managing Director, Chief Marketing Officer at Charles Schwab
- **Organizations:** Charles Schwab, The Advertising Council, Boys & Girls Clubs of San Francisco
- **Nationality:** American
- **Education:** MBA, Yale School of Management, Undergraduate degree in American Studies, Pomona College
- **Known for:** Helped launch Schwab's branch franchise model., Led sales teams responsible for retail acquisition., Led development of products and services for retail investors, including an early advised offer and Schwab's first checking account.

## Career timeline

- **Before 1999** — Worked at the Advertising Council in New York on public service advertising.
- **2000** — Interned at Charles Schwab between her two years at Yale School of Management.
- **2001** — Joined Charles Schwab after completing her MBA, beginning in a rotational program.
- **2001 onward** — Held roles spanning retail, the branch franchise model, sales and acquisition, product and service development, and client experience.
- **2021** — Appeared in Schwab's Winter Business Update as Senior Vice President, Acquisition and Enterprise Marketing.
- **2022** — Appeared in Schwab's Winter Business Update as Managing Director, Acquisition and Enterprise Marketing.
- **2023** — Listed in Schwab's annual report as Managing Director and Chief Marketing Officer.
- **2025** — Joined the board of Boys & Girls Clubs of San Francisco.
- **2026** — Presented Schwab's measurement, innovation, and creativity framework at Institutional Investor Day.

## Achievements

- Helped launch Schwab's branch franchise model.
- Led sales teams responsible for retail acquisition.
- Led development of products and services for retail investors, including an early advised offer and Schwab's first checking account.
- Held multiple client experience roles before becoming Chief Marketing Officer.
- Holds FINRA Series 7 and Series 24 licenses.
- Was listed among the 2025 BayAreaCIO/BayAreaCMO ORBIE nominees.

## Latest updates

- **2026-05** — Presented Schwab's marketing strategy at Institutional Investor Day, including its measurement, innovation, and creativity framework and approach to AI-era discovery.
- **2026-03** — Shared a personal reflection on the different investing styles of her two teenagers while discussing the launch of the Schwab Teen Investor Account.
- **2025-08** — Appeared on the Building Better CMOs podcast to discuss her route to the CMO role, horizontal thinking, client centricity, self-awareness, and cheerleader leadership.
- **2025-05** — Began serving as a board member of Boys & Girls Clubs of San Francisco.
- **2025-05** — Commented publicly on the 1992 Schwab Defender created as the Charles Schwab Challenge champion's prize and its connection to the launch of Mutual Fund OneSource.

## Links

- Website: https://www.schwab.com
- LinkedIn: https://www.linkedin.com/in/stacy-hammond-2a9484
- YouTube: https://www.youtube.com/watch?v=1Dbn2qjw0Gc

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Profile page: https://yespress.io/stacy-hammond
Published by YesPress — https://yespress.io
Last updated: 2026-08-21