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Joan Dea Biography and Net Worth

Director of Charles Schwab

Ms. Dea is the founder of Beckwith Investments LLC, a private investment and consulting firm, and has served as Managing Director since 2008. She served on the Executive Committee of BMO Financial Group from 2003 to 2008, most recently as Executive Vice President, Strategic Management and Corporate Marketing. She was previously a partner and director at Boston Consulting Group from 1994 to 2003, where she was a leader in the global financial services practice. She has served as a member of the Board of Directors of Charles Schwab Bank, SSB since 2011 and Cineplex Inc. since 2006. She served as a member of the Board of Directors of Performance Sports Group from 2015 to 2017 and Torstar Corporation from 2009 to 2015. Ms. Dea is a nominee for election this year.

Ms. Dea brings public company, leadership, strategy, governance and financial services experience to the board, having served in a variety of executive leadership positions at BMO Financial Group and Boston Consulting Group.

How do I contact Joan Dea?: The corporate mailing address for Ms. Dea and other Charles Schwab executives is 211 MAIN STREET, SAN FRANCISCO CA, 94105. Charles Schwab can also be reached via phone at (817) 859-5000 and via email at [email protected]. Learn More on Joan Dea's contact information.
Has Joan Dea been buying or selling shares of Charles Schwab?: Joan Dea has not been actively trading shares of Charles Schwab during the past quarter. Most recently, Joan Dea sold 1,250 shares of the business's stock in a transaction on Monday, November 22nd. The shares were sold at an average price of $82.64, for a transaction totalling $103,300.00. Learn More on Joan Dea's trading history.
Who are Charles Schwab's active insiders?: Charles Schwab's insider roster includes Walter Bettinger (CEO), Marianne Brown (Director), Marie Chandoha (CEO), Bernard Clark (EVP), Jonathan Craig (EVP), Peter Crawford (CFO), Joan Dea (Director), Christopher Dodds (Director), Mark Goldfarb (Director), William Haraf (Director), Frank Herringer (Director), Terri Kallsen (EVP), Joseph Martinetto (COO), Stephen McLin (Director), Peter Morgan, III (EVP), Nigel Murtagh (EVP), Todd Ricketts (Director), Charles Ruffel (Director), Charles Schwab (Chairman), Carolyn Schwab-Pomerantz (Director), Paula Sneed (Director), Roger Walther (Director), and Richard Wurster (President). Learn More on Charles Schwab's active insiders.
Are insiders buying or selling shares of Charles Schwab?: In the last twelve months, Charles Schwab insiders bought shares 1 times. They purchased a total of 833 shares worth more than $50,438.15. In the last twelve months, insiders at the financial services provider sold shares 20 times. They sold a total of 487,225 shares worth more than $30,707,844.03. The most recent insider tranaction occured on March, 21st when insider Jonathan M. Craig sold 4,977 shares worth more than $348,439.77. Insiders at Charles Schwab own 6.6% of the company. Learn More about insider trades at Charles Schwab.
Information on this page was last updated on 3/21/2024.

Joan Dea Insider Trading History at Charles Schwab

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction	Details
11/22/2021	Sell	1,250	$82.64	$103,300.00

Joan Dea Buying and Selling Activity at Charles Schwab

Charles Schwab Company Overview

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It also provides digital retirement calculators; integrated web-, mobile-, and software-based trading platforms, real-time market data, options trading, premium research, and multi-channel access; self-service education and support tools; online research and analysis tools; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.

Today's Range

Now: $72.98

$71.96

$73.84

50 Day Range

MA: $68.17

$62.46

$73.05

2 Week Range

Now: $72.98

$45.65

$73.88

Volume

4,142,902 shs

Average Volume

7,699,379 shs

Market Capitalization

$129.62 billion

P/E Ratio

30.54

Dividend Yield

1.37%

Beta

1.01

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