Kim Varni in

Kim Varni

Login to view DISC.
Senior Manager, Digital Product Management at Charles Schwab
📍 San Francisco, California, United States

Kim is a senior digital product owner at Charles Schwab with over fifteen years of experience in financial product management and technology implementation. A graduate of UC Davis and a CAIA Charterholder, colleagues describe her as a hard-working, solution-oriented, and extraordinary professional known for leading projects from concept to completion.

Based in the San Francisco Bay Area, Kim is involved in local philanthropy. She is a supporter of The Guardsmen, an organization that raises funds to provide scholarships and camperships for at-risk youth, helping to strengthen the community.

Unique fact: She holds the CAIA Charter, a globally recognized credential for professionals specializing in alternative investments like hedge funds and private equity.

Read the full overview →
Experience
23 Years
Current Role
Senior Manager, Digital Product Management
Job Level
Middle
Location
San Francisco, California, United States
Personality Overview

How Kim shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Kim cares about

Financial Planning Tech
Leads the strategy and execution of Charles Schwab’s digital services for advanced financial planning, including retirement, tax, and estate planning.
Salesforce Implementation
Has extensive experience managing Salesforce projects, serving as a subject matter expert and product owner to align the platform with business strategy.
+4 more topics Login to view topics
Career

Work history

4-2021
Senior Manager, Digital Product Management
Charles Schwab
11-2018 - 4-2021
Senior Manager, Salesforce Product Owner for Schwab Asset Management Solutions
Charles Schwab
4-2016 - 11-2018
Senior Manager, Managed Account Product Management
Charles Schwab
10-2013 - 2-2016
Marketing Associate
Broadmark Asset Management LLC
7-2012 - 9-2013
Client Engagement Consultant
NestWise
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2002 - 2006
Bachelor of Arts
University of California, Davis
2008 - 2009
Course for Financial Planning
San Francisco State University, Extended Learning Center
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Charles Schwab Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Kim. Free, 10 seconds.