Women in finance: Annie Liu

Annie Liu

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By Melissa Brandon on 04/26/2018

"This is personal," says Annie Liu, vice president and regional market executive for Charles Schwab's Pacific Northwest Region. "So many people have helped me along the way. I couldn't have done this on my own. And it empowers me to pay it forward. I want to leverage my voice and my experience to help women that want to be in the financial services industry." 

Annie and her family emigrated from Taiwan when she was just nine years old. As a student studying biology at the University of California, Irvine, she started trading with some of her mom's retirement money and found she was very successful. That sparked her interest, and after graduation she went to work at Schwab in Austin, Texas, answering customer service calls. 

"I've started from the bottom up. I worked in service, business development, international business development, and retail. Seventeen years later, I'm in a regional role based in Seattle, and I love it," says Annie.

In her current role, Annie manages of team of branch managers in the Pacific Northwest and enjoys the focus on the client. "I've been with Schwab through good times and tough times, and it all goes back to Chuck. He gives us the moral compass of who we are as a company and how we see through client's eyes. That has kept me here and it will keep me here."

Annie is one of the executive sponsors of Schwab's diversity strategy to support a unique and diverse workforce. "We are a gender-neutral firm. When it comes to career opportunities, it's not who you are, or what color you are. It's what you bring to the table and how you can make an impact. We work with our people and we support our people." 

In her spare time, Annie is busy with her husband and two boys. They love to take annual ski trips together and make sure their focus is on family. It's advice Annie says more young women need to hear. "There are a lot of social expectations for women in our society. And those expectations increase as you get married and have children. I encourage women to remember you need a strong network of people and support. You get to pick your own path. Find people that cheer for you and that advocate for you along the way."