Catherine Golladay

Senior Vice President and Chief Operating Officer, Schwab Retirement Plan Services

Expertise

401(k) Plan Trends

Media Contact:

Mike Peterson

Catherine Golladay is senior vice president and chief operating officer of Schwab Retirement Plan Services, leading participant services, operations, relationship management and national business development. She is an expert source of commentary on how companies and participants alike can make the most of workplace retirement plans, and her writing has been featured on sites including MarketWatch and HuffPost.

Golladay has been with Charles Schwab since 1996 and was most recently senior vice president, participant services and administration for Retirement Plan Services, responsible for plan administration, participant service centers and support teams, third-party advice services, and education presenters.

Golladay has been serving retirement plan clients since 1990 and has held management positions in compliance, client services, communication consulting, and participant service centers. Prior to joining Charles Schwab, Golladay was vice president of ERISA compliance at Key Bank. Before that she served as a Certified Public Accountant at S.R. Snodgrass and Co., LPA.

She is a Certified Public Accountant and a qualified 401(k) administrator (QKA). She also holds FINRA Series 7, 9/10, 24, 63, and 66 registrations.

Golladay earned a Bachelor of Science degree in Accounting from the University of Akron. She also has a Master of Business Administration degree from the Weatherhead School of Management at Case Western Reserve University.

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The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

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