“I help people prepare for retirement.  It’s important work,” says Catherine Golladay, senior vice president of Schwab Retirement Plan Services, Inc. in Richfield, Ohio.  “I love helping people save money.”

Catherine is a long-time Schwabbie – with tenure of 21 years.  After graduating with a degree in accounting from the University of Akron and getting a graduate degree in finance from Case Western Reserve, she went into public accounting and eventually into the retirement industry.

“When I was looking for a company, I wanted one that aligned with my personal values,” says Catherine.  “At the top of my list are hard work and service to others.  I found that at Schwab.”

Catherine says it’s that culture and the opportunities she’s earned that have kept her at Schwab all of these years.  “Schwab has been a transformative experience for me.  I raised my hand and when I did, so much opportunity opened up for me.  I want other women to know that they shouldn’t be afraid to do that.  There’s nothing wrong with being assertive and asking for a shot.”

For Catherine, she also has found strong alignment with Schwab’s ‘through client’s eyes’ strategy.  “To work here, you have to be passionate about serving others.  It’s a personal commitment, not a positional one.  You really have to love what you do.”

Away from work, Catherine is a mom to two grown daughters.  She loves to travel and her favorite destination is Great Britain, where her parents are from.  She’s also a self-described foodie with an urban garden and practices yoga in her spare time.

So when it comes to retirement, what does Catherine recommend?  “There are three things you really need to consider.  First, it’s about time in the market.  Start saving early,” says Catherine.  “Second, reach out for professional advice with your 401k plan.  And finally, be conscious about fees when you’re making investment selections.” Solid advice.

That’s Catherine’s Schwab Story.  What’s yours? Start your job search today


Schwab Retirement Plan Services, Inc., is a subsidiary of The Charles Schwab Corporation.

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Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

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.

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans.