Michael Verdeschi in

Michael Verdeschi

Questioner · DISC type c
Chief Financial Officer at Charles Schwab
📍 Roanoke, Texas, United States

Mike Verdeschi is the Chief Financial Officer at The Charles Schwab Corporation, appointed in May 2024. He is a seasoned executive with over 30 years of experience at Citigroup, where he held key leadership roles including Treasurer and Chief Investment Officer. He holds Series 7 and 63 certifications and earned his MBA from Iona University.

Beyond his corporate roles, Mike maintains a strong connection to his alma mater, Iona University. He actively gives back to the institution by serving on its advisory council, demonstrating a commitment to supporting the next generation of business leaders.

After spending more than three decades at Citigroup, he took on the CFO role at Charles Schwab, a notable career move at an executive level.

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Experience
35 Years
Current Role
Chief Financial Officer
Job Level
Leadership
Location
Roanoke, Texas, United States
Personality Overview

How Michael shows up

Not Easily Convinced
Systematic
Value Seeker

They prefer to fully evaluate every situation. They are more likely than others to negotiate on pricing and terms. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Priorities

Topics Michael cares about

Financial Operations
As CFO, he is directly responsible for Schwab's treasury, controller functions, financial planning, and analysis.
Treasury & Capital Management
He served as Treasurer for Citigroup, managing a multi-trillion dollar balance sheet and leading a large team, showcasing deep expertise in this area.
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Career

Work history

10-2024
Chief Financial Officer
Charles Schwab
5-2024 - 10-2024
Deputy Chief Financial Officer
Charles Schwab
2017 - 11-2023
Treasurer
Citi
2014 - 2017
Chief Investment Officer
Citi
2009 - 2014
Head of Rates Portfolio Management
Citi
In the press

Media appearances

Charles Schwab names Michael Verdeschi as CFO. Featured in Reuters
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Form 8‑K – Charles Schwab Corporation (Appointment of Michael Verdeschi as CFO). Featured in U.S. Securities and Exchange Commission
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Education
MBA
Iona University
BBA
Iona University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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