Suniel Limbasia in

Suniel Limbasia

Sharpshooter · DISC type DC
Senior Director | Portfolio Accounting, Risk and Wealth Management Data Technology at Charles Schwab
📍 Dallas-Fort Worth Metroplex, United States

Suniel is a senior technology leader at Charles Schwab, specializing in large-scale financial platforms and enterprise transformations. His expertise spans cloud and data platforms, wealth management, and risk systems, notably leading aspects of the $10T TDA merger. Colleagues describe him as a calm, composed, and can-do leader with strong technical and people skills.

Outside of work, Suniel is deeply family-oriented, often sharing moments with his wife and two children, both of whom attend UT Austin. He actively supports his familys endeavors, including promoting his sons 4500-mile bicycle fundraiser for cancer research. He values teamwork, honest conversations, and celebrating wins.

He holds a patent for a "Universal anonymous cross-site authentication" method, showcasing his innovative background.

Read the full overview →
Experience
22 Years
Current Role
Senior Director | Portfolio Accounting, Risk and Wealth Management Data Technology
Job Level
Senior
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

How Suniel shows up

Fast But Analytical
ROI Driven
Precise But Practical

They like to act fast and expect others to do the same. They are not focused on building rapport and relationships. They respond well to strong and respectful communication.

Priorities

Topics Suniel cares about

Large-Scale Integrations
He has recent, extensive experience leading multi-year merger and integration programs for platforms serving over 44 million customers, like the Schwab-TDA merger.
Financial Risk Platforms
His role involves leading technology for portfolio accounting and margin loan risk management, demonstrating a focus on financial stability and operational efficiency.
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Career

Work history

1-2022
Senior Director | Portfolio Accounting, Risk and Wealth Management Data Technology
Charles Schwab
1-2019 - 12-2021
Director | Portfolio Accounting Data Technology, Risk & Business Workflow Management
Charles Schwab
1-2016 - 12-2018
Associate Director | Digital Engagement | AI & ML | Call Volume Reduction
Verizon
1-2013 - 12-2015
Associate Director | Software Engineering & Architecture
Verizon
1-2003 - 12-2012
Senior Manager | Products Innovation, Design and Development
Verizon
In the press

Media appearances

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Education
2016 - 2016
Digital Strategy
Southern Methodist University
Bachelor of Engineering - BE
The Maharaja Sayajirao University of Baroda
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

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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