Articles tagged "John Clendening"


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How a Schwabian picture is emerging as Bob Oros joins John Clendening as chief of 4,500 underachieving HD Vest reps

Ex-Schwab retail chief Clendening makes the ex-Fido RIA chief his new CEO -- with ambitious plans in an atmosphere of revenue-sharing, variable annuities and commission sales

January 24, 2017 — 12:17 AM UTC

Schwab's former retail chief ends garden leave with two new gigs -- as chief of HD Vest holding company, and as Betterment CEO's operations confidante

John Clendening is now CEO of Blucora and a director at Betterment -- and a new resident of Bellevue. Wash.

April 12, 2016 — 9:58 PM UTC

Schwab promotes relative newcomer Terri Kallsen to head retail, with John Clendening getting the golden parachute and Andy Gill transitioned

The hire from USAA is a nod to that firm's success inspiring loyalty but Kallsen will need to break the streak of short-lived tenures in that position

January 16, 2015 — 5:28 PM UTC

Schwab drops pretense: $2-million clients its staple branch diet in bid for fresh $2 trillion

The San Francisco-based broker has named its composite perfect ideal client 'Tobin' -- representing a graying, masculine entreprenuer

November 5, 2013 — 6:07 AM UTC

How Schwab's new 'owning it' advertisements position the firm to offer more advice -- and how RIAs factored into the brand rethink

CEO Walter Bettinger wants his company, long a kingpin in the discount brokerage realm, to become a 'challenger brand' again

August 6, 2013 — 2:32 AM UTC

Ben Brigeman is exiting Schwab and his position atop its retail business -- perhaps portending bigger changes

The San Francisco-based company will have Andy Gill and John Clendening assume the duties

February 9, 2012 — 9:59 PM UTC
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