Staci Sullivan

Managing Director, Charles Schwab & Co.

Staci Sullivan is a Managing Director in Operational Services at Charles Schwab & Co. With over 25 years of Financial Services experience, Staci has acquired expertise in brokerage operations, retail and advisor client service, compliance, risk management and regulatory matters. Equally important are Staci’s 20 years of leadership experience and passion for engaging and developing high performing teams. With a continuous improvement mindset, Staci has driven many improvements in efficiency and service in collaboration with technology and key stakeholders. Based in Westlake, TX with her husband and two children, Staci has obtained FINRA Series 7, 63, 24, 4, 3, 99 and 27 licenses and earned a Bachelor Degree in Business Finance from the University of Northern Iowa.