99 CEO of Charles Schwab Corporation About Walter W. Bettinger II Walter W. Bettinger II, 60, has been Chief Executive Officer since late 2008 and was President from 2007 to 2021. In addition, Bettinger serves on the Board of Directors of The Charles Schwab Corporation, Charles Schwab & Co., Inc. and the Charles Schwab Bank, as well as Chairman of the Board of Trustees for the Schwab managed mutual funds and exchange traded funds. Prior to assuming his current role, he was most recently President and Chief Operating Officer of The Charles Schwab Corporation. He leads a workforce of approximately 32,400 employees, with headquarters in Westlake, Texas and branch offices in more than 420 locations across the United States plus London, Hong Kong, Singapore and Puerto Rico. As measured by client assets, Schwab is the largest publicly traded investment services firm in the United States and one of the world’s largest financial services firms serving approximately: • $7.61 trillion in client assets • 32.7 million client brokerage accounts, 1.6 million bank accounts, and 2.2 million retirement plan participants • ~12,000 independent advisor firms served Bettinger’s duties include leading the development of strategies and services that assist tens of millions of people worldwide in their efforts to save and invest – either directly, with the help of an independent investment advisor or through a company-sponsored retirement or benefit plan. Under his leadership, the value of Schwab stock has grown from $13.59 on January 1, 2009 to approximately $73.00 as of August 31, 2021. During the same period, Schwab’s market capitalization has grown from ~$18B to ~$135B. About Charles Schwab Corporation We are champions of investors and those who serve them. Since day one, we’ve set out to challenge the status quo, looking for ways to offer our clients more value and a better experience. We’re confident our approach can help people take ownership of their financial futures. The Schwab Way Schwab was built around a simple idea: put the client first. Lots of companies say that, but we work to keep clients at the heart of everything we do by offering a better, more modern way to build and manage wealth. Our purpose drives our every action. Our purpose is to champion every client’s goals with passion and integrity. This purpose drives us to help our clients take ownership of their financial futures, helping people at all levels of income and every stage of life, because investing for the future is one of the most important things people can do for themselves and their families. We believe it is critical to the health of our communities and to our society. Walter W. Bettinger II TEXAS
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