Jonathan M. Craig serves as the Managing Director and Head of Investor Services at Charles Schwab Corporation, a leading financial services company in the United States. In his role, Craig oversees the firm's retail and institutional client services, ensuring that clients receive top-notch financial advice and support. He joined Charles Schwab in 2008 and has since played a pivotal role in shaping the company's client-centric approach and expanding its service offerings. Prior to his tenure at Charles Schwab, Craig held several high-level positions in the financial industry. He spent over a decade at Fidelity Investments, where he honed his skills in investment management and client relations. His experience at Fidelity provided him with a deep understanding of the needs and expectations of individual and institutional investors, which he has successfully leveraged at Charles Schwab. Under his leadership, the Investor Services division has seen significant growth and has been recognized for its innovative solutions and exceptional client service. Craig's achievements at Charles Schwab include the successful launch of several new financial products and services designed to meet the evolving needs of investors. He has been instrumental in driving the company's digital transformation, making financial planning and investment management more accessible to clients. His strategic vision and commitment to excellence have earned him a reputation as a respected leader in the financial services industry, and he continues to play a key role in guiding Charles Schwab's future growth and success.