Bill Brian McDonald, Senior Vice President/Client Service & Support for Charles Schwab & Co., Inc., and Stacy Roode, Senior Vice President, Head of Transfer Agent for OppenheimerFunds are each serving two-year terms as co-chairs of the Colorado Investment Services Coalition.
Brian McDonald, Charles Schwab
Brian McDonald is Senior Vice President and leader of the Client Service & Support teams at Charles Schwab, a role he has held since October 2012. McDonald is responsible for 1,800 financial services professionals working in contact centers in Austin, Chicago, Denver, Indianapolis and Phoenix, serving all retail clients. His passion for seeing the business through the client’s eyes allows him to continue developing solutions to support Schwab's retail client base.
In previous roles, McDonald led the Active Trader, Core and Global Investing Client Experience teams, focused on developing strategies, which included helping clients to be successful investors and traders. He also held various leadership positions within Schwab's trading and service organization since joining the company in 1993 as a retail broker.
Stacy Roode, OppenheimerFunds
Stacy Roode is Senior Vice President, Head of Transfer Agent for OppenheimerFunds. Since joining in 1992, Roode has served in a variety of human resources positions before being named Vice President of Human Resources in 2000. Roode was promoted to her current role as Senior Vice President of Transfer Agent in 2009. In this role, she oversees the entire transfer agent including client services, intermediary operations, processing, oversight, output, and monetary control. In 2013, Roode was named President, Shareholder Services, Inc., which is the entity providing transfer agent services for OppenheimerFunds.
Roode is actively involved in the industry representing OppenheimerFunds on the ICI Operations Committee, the DTCC Wealth Management Services Senior Advisory Board, and currently serves on the board for National Investment Company Service Association (NICSA).