Senior Vice President, Investor Services Relationship and Workplace Financial Solutions
Mary Rosai leads Institutional Services Marketing at Charles Schwab & Co. Inc. (Schwab). Mary has been with Schwab for 15 years and is responsible for overseeing the marketing strategy, planning, and execution for the division of Schwab that serves independent investment advisors, retirement plan sponsors and participants, and other institutional clients. Specifically, she manages advertising, digital marketing, events marketing, field marketing, acquisition and client communications for Schwab’s Institutional Services businesses, as well as manage the service and crisis communications for all of Schwab. Prior to her current role, Mary held several management positions at Schwab, including Retail client acquisition and client experience, International, Corporate Services, Active Trading, and Charles Schwab Bank. Prior to Schwab, Mary was in account management and business development at several marketing and advertising agencies. Mary has a bachelor’s degree in communications from the University of Michigan and holds Series 7 and 24 licenses.