Managing Director, Business Strategy Charles Schwab
Kara Ardis has been in the financial services industry for more than 20 years and with Schwab since 2014. As the Managing Director of Business Strategy for Schwab Retirement Plan Services, Ms. Ardis focuses on the client experience, and platform and product development strategy. She supports business plan execution and provides guidance to the leadership team on critical initiatives, all in order to help retirement sponsors, consultants, and participants meet their goals. Prior to joining Schwab, Ms. Ardis was Vice President of Investment and Sales for an Austin, Texas-based broker-dealer serving municipalities in their investment strategies and bond underwriting. Ms. Ardis has earned a master’s degree in management and international business at Colorado State University, a bachelor’s degree in rhetoric from Drake University and holds FINRA Series 7, 24, and 63 licenses.