Jeffrey Starr

Jeff Starr is responsible for overseeing the organization which handles all operational transactions for clients currently doing business with Charles Schwab & Co., Inc.

Before taking his current role, Jeff’s area of focus included Equity, Options and Fixed Income capital markets trading, trading operations, margin services, security and market data platforms, and risk management.  As well as managing the Ops Control teams.

Prior to joining Schwab in 2010, Jeff served as Vice President of Investment Banking in the Financial Institutions Group at Credit Suisse conducting mergers and acquisitions and capital raising for banks and insurance companies. Prior to joining Credit Suisse, Jeff served in the Financial Institutions Groups at both HSBC Securities and Lehman Brothers.

Jeff earned a Bachelor of Commerce degree from McGill University in Montreal, Canada, and his Masters of Business Administration from Cornell University in Ithaca, NY.  He is also a CFA charterholder.