MD/SVP, Data and Rep Technology (Data, Marketing, Sales, Service, Contact Center) at Charles Schwab
📍 Austin, Texas Metropolitan Area, United States
Katie Meyers is a senior executive at Charles Schwab leading Data and Representative Technology. With 20 years of experience, including a decade in insurance, she excels at leveraging data to execute business strategy and drive transformation. She is a graduate of the Georgia Institute of Technology.
While at Farmers Insurance, she co-led the Executive Artificial Intelligence (AI) Board to mature the company’s application of emerging AI.
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Experience
26 Years
Current Role
MD/SVP, Data and Rep Technology (Data, Marketing, Sales, Service, Contact Center)
Location
Austin, Texas Metropolitan Area, United States
Personality Overview
How Katie shows up
Quality Focused
Fast But Analytical
Thorough Evaluator
They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical
Priorities
Topics Katie cares about
Data-Driven Strategy
Her career is focused on advancing analytical, financial, and operational data solutions to power business strategy and accelerate transformation.
Customer Tech Platforms
Leads technology for Charles Schwab's marketing, sales, service, and contact center platforms, directly impacting the customer and agent experience.
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Career
Work history
6-2020
MD/SVP, Data and Rep Technology (Data, Marketing, Sales, Service, Contact Center)
Charles Schwab
6-2019 - 6-2020
SVP, Global Data Technology
Charles Schwab
1-2016 - 5-2019
SVP, Chief Data Officer
Farmers Insurance
9-2013 - 12-2015
VP and Account Executive, Head of Enterprise Data and Business Intelligence
Farmers Insurance
6-2008 - 8-2013
AVP, Head of Enterprise Business Intelligence
Farmers Insurance
In the press
Media appearances
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Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.
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