Renee Trotta is a Senior Manager, Client Experience for Charles Schwab & Co., Inc. She leads strategic initiatives for Schwab Stock Plan Services and for nearly the past decade, she served as a Senior Corporate Relationship Manager. With over 25 years of experience in equity compensation in both corporate and third party service environments, including a successful IPO, Renee has managed stock plan administration, Section 16 compliance programs, corporate reporting and employee communications and education. Prior to joining Schwab, Renee served as Associate Executive Director of the NASPP.
Renee earned her Certified Equity Professional designation in 1994 and is a graduate of Katharine Gibbs School. She holds Series 7 and 63 brokerage licenses. Renee serves on the Advisory Board of the Certified Equity Professional Institute (CEPI) of Santa Clara University and is a member of the NASPP, the GEO Boston Chapter Leadership Committee, and the Challenging Practices Committee of ACSPA. She formerly served on the Curriculum Committee of the CEPI and performed other volunteer activities. Renee joined Schwab in August 2004 and is based in Providence, RI.