Schwab Workplace Services Email Formats
Financial Services • 
Richfield, Ohio, United States • 51-100 Employees
Schwab Workplace Services Email Formats
Schwab Workplace Services uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@schwab.com), used 68.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@schwab.com | 68.8% |
{first name}.{last name} | john.doe@schwab.com | 28.1% |
{2char} | {2char}@schwab.com | 3.1% |
Key Contacts at Schwab Workplace Services
Coker Roswell
Director, Consultant Relations
Juliana Mactaggart
Director, Consultant Relations
Maria E. Schneider
Director, Strategic Relationships | Plan Sponsor Services
Mark Graham
Director, Relationship Management
Michael Culp
Managing Director, Plan Administration & Implementation
Kimberly Funderburg
Managing Director, Internal Controls & Risk Management At Charles Schwab & Co, Inc.
Loredana Morosanu
Director Relationship Management
Christopher Guanciale
Director, Conversion Management & Document Services
Desiree Dennis
Director, Business Acceptance & Development
Daniel Cliffel
Director Of Operations
Company overview
| Headquarters | 4150 Kinross Lakes Pkwy, Richfield, OH 44286, US |
| Phone number | +18773620410 |
| Websites | |
| NAICS | 52 |
| Keywords | Retirement Plans, Managed Accounts, 401(K) Plans, Equity Compensation, Retirement Education, Financial Wellness, Retirement Services, Defined Compensation Plans, Defined Contribution Plans, Index Funds For Retirement, Investing For Retirement, Stock Plan Services |
| Founded | 1973 |
| Employees | 51-100 |
| Socials |
About Schwab Workplace Services
Our approach to workplace benefits helps your company stand out from the rest, and it starts with the employee experience. We help your employees understand their retirement and equity benefits, so they can work toward their goals with confidence. Because when they feel good about their benefits, they feel good about where they work—helping to make your company stronger. We help employees take control of their finances with easy-to-use tools, award-winning online education, and personal financial guidance. But the support doesn’t stop with your employees: You can consider us a part of your team. Our technology lightens your workload to help you see the big picture. And our dedicated service team offers you support whenever you need it. We get to know your employees’ goals—and yours—inside and out. We’re by your side every step of the way. Let’s work together to deliver benefits that put your people first. For other business disclosures please visit: https://workplacefinancialservices.schwab.com/content/WSdisclosure Social Media Disclosures: https://www.aboutschwab.com/social-media ©2025 Charles Schwab & Co., Inc. All rights reserved. (0825-NL8J)
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Schwab Workplace Services has 24 employees across 7 departments.
Departments
Number of employees
Funding Data
Schwab Workplace Services has never raised funding before.
Canada
Finland
Frequently asked questions
4.8
40,000 users
