Vice President, Sales – Schwab Retirement Plan Services
katie.green@schwab.com
(470) 650-5816
Katie Green is Vice President of Sales at Schwab Retirement Plan Services. Her career mission is to help companies provide retirement plans that are customized to meet their specific needs and ensure their employees are ready for retirement. In her current role, she is dedicated to helping retirement plan sponsors and consultants in meeting their retirement plan needs through a range of plan options on the East Coast. These include defined contribution, defined benefit, and non-qualified deferred compensation plans.
Prior to Schwab, Katie served as a Lead Consultant at Clearview Advisory, assisting companies in understanding and managing their retirement plan fiduciary responsibilities. She has also served in a business development and consultant role at the plan administration firm Qualified Plans, LLC and John Hancock Retirement Plan Services. With her administration and recordkeeping background, Katie helps consultants build solutions centered around plan design, plan administration procedures, as well as fiduciary and regulatory compliance.
Katie received her Bachelor of Science Degree in Education from University of Georgia.