Expertise: Retail Investor Trends, Wealth Management
Jeannie Bidner is a Managing Director and Head of the Branch Network at Charles Schwab. She has been with the firm since 2006 and is responsible for overseeing the firm’s nearly 400 branch locations across 48 states as well as the centralized national branch teams.
In her nearly 20 years at Schwab, Bidner has held various leadership positions, including most recently, leading and executing on the strategy for Schwab’s Specialized Teams for Advice & Relationships. Prior to that, she led both the Central and Western Divisions of the Branch Networks. Bidner started her Schwab career working directly with clients as a Financial Services Professional and spent three years in the Learning & Development organization prior to leading Field Enablement teams providing project, change management and communications support for the primary retail business lines.
Bidner received a Bachelor of Science degree in Business Finance from Colorado State University and has obtained her FINRA Series 7, 63, and 24 licenses and the Certified Financial Planning™ designation in addition to completion of the 3-year Securities Industry Institute® at Wharton. She serves on the Board of Advisors for the Business School at the University of Colorado (Denver campus), she is a steering committee member of the City of Lone Tree Planning Commission, she is a Board Member for the Lone Tree Arts Center and she serves as Executive Sponsor for the Women's Interactive Network at Schwab (WINS).
Bidner is also a regular contributor to Schwab’s Money Talk column, which aims to help everyday Americans navigate common financial topics and situations with uncommonly practical insights and ideas from certified experts.