George Pereira is a Senior Vice President and is Chief Operating Officer and Chief Financial Officer for Charles Schwab Investment Management, Inc. (CSIM). In this role, he is responsible for leading the operations, risk, data, administrative, finance, and analytic organizations that support Schwab Funds®, Laudus Funds® and Schwab ETFs™.
Prior to his current role, Mr. Pereira spent five years leading the financial and regulatory reporting organizations for The Charles Schwab Corporation, its bank, and its broker-dealer. Previous to Schwab, Mr. Pereira was the CFO of Commerzbank Capital Markets, the U.S. broker-dealer subsidiary of Commerzbank (Germany) in New York City. In addition, Mr. Pereira spent 10 years at the New York Stock Exchange in the Member Firm Regulation Division as a managing director responsible for comprehensive regulatory oversight of approximately 100 broker-dealers.
Mr. Pereira earned a Master of Business Administration in international finance from St. John’s University, and Bachelor of Arts in economics for the State University of New York, Albany.