Jesse Schaefle, Sr. Investment Guideline Oversight Manager at Charles Schwab

Jesse Schaefle

Sr. Investment Guideline Oversight Manager at Charles Schwab | Boston, Massachusetts, United States

Profile last verified August 2026
Financial Services Verified Profile Boston, Massachusetts, United States Franklin & Marshall College
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Personal Email

***@gmail.com

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(20*****

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Jesse Schaefle Socials
Jesse Schaefle Work Experience

Sr. Investment Guideline Oversight Manager at Charles Schwab in June 2021 - Present

Compliance Analyst at HJ Sims in October 2020 - June 2021

Sr Compliance Analyst - US Assets, Control Room and AML (Assistant VP level) at AllianceBernstein in July 2014 - September 2019

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Sr Compliance Analyst - Employee Compliance (Associate Officer level) at AllianceBernstein in December 2012 - June 2014

Risk Control Officer (Associate Officer level) at AllianceBernstein in July 2011 - November 2012

Risk Control Officer (Associate level) at AllianceBernstein in August 2010 - July 2011

Asset Administrator (Associate level) at AllianceBernstein in October 2006 - July 2010

Jesse Schaefle Education

Franklin & Marshall College, Bachelor's Degree

Jesse Schaefle Skills
Due Diligence Investments Risk Management Asset Management Fixed Income Hedge Funds Social Media Microsoft Excel Visual Basic SQL
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Public Speaking Equities Asset Allocation Finance Trading
About Jesse Schaefle’s Current Company
Charles Schwab

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: https://www.aboutschwab.com/social-media (#0424-TM8W)

Discover more about Charles Schwab
Jesse Schaefle’s Colleagues
Brett Holley

Brett Holley

Rochester, New York, United States

VP- Sr. Financial Consultant at Charles Schwab

Vice President Senior Financial Consultant at Charles Schwab
(January 2022 – Present)

Emily Stevens

Emily Stevens

San Diego Metropolitan Area

Client Relationship Specialist @ Charles Schwab

Server at Cape Rey Carlsbad Beach, A Hilton Resort & Spa
(May 2022 – Present)

Sara Gebretsadik

Sara Gebretsadik

Denver Metropolitan Area

Finance & Investment Professional

Humanitarian Activist at Omna Tigray
(December 2020 – Present)

Jeffrey Bradbury

Jeffrey Bradbury

Greater Chicago Area

Senior Equity Trader at Charles Schwab Investment Mgmt.

Equity Trader at Charles Schwab Investment Management
(September 2026 – Present)

Bryan Matson

Bryan Matson

Boise, Idaho, United States

Financial Advisor - Tumwater Wealth Management

Financial Advisor at Tumwater Wealth Management
(January 2024 – Present)

Kathie Ketelslichtig

Kathie Ketelslichtig

San Francisco Bay Area

Managing Director - Program/Project Manager: The difficult gets done routinely....the impossible takes a bit longer!

Business Systems Integration Analyst at Genentech
(September 2026 – September 2026)

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Frequently asked questions about Jesse Schaefle

What is Jesse Schaefle email address?

Email Jesse Schaefle at [email protected] and [email protected]. This email is the most updated Jesse Schaefle's email found in 2026.

What is Jesse Schaefle phone number?

Jesse Schaefle phone number is (201) 233 2020.

How to contact Jesse Schaefle?

To contact Jesse Schaefle send an email to [email protected] or [email protected]. If you want to call Jesse Schaefle try calling on (201) 233 2020.

What company does Jesse Schaefle work for?

Jesse Schaefle works for Charles Schwab.

What is Jesse Schaefle's role at Charles Schwab?

Jesse Schaefle is Sr. Investment Guideline Oversight Manager

What industry does Jesse Schaefle work in?

Jesse Schaefle works in the Financial Services industry.

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