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Evelyn S. Dilsaver age 52 is a recognized leader in building highly motivated teams in both the public and non-profit sector. As President and CEO of Charles Schwab Investment Management she was responsible for all facets of the business from portfolio management to product development sales operations and technology growing the assets from $137 Billion to over $200 Billion in 4 short years while generating $1 Billion in revenue. At the same time she was Chair of the Board for Women’s Initiative a non-profit organization that helps lower income women become economically independent by providing a one-stop organization for training micro-finance and savings to help them start their own businesses. She took this organization through a founder transition restructuring the board and its finances after the dot-com bust to a healthy and growing organization serving over 2 000 women annually.
Starting her career as a Certified Public Accountant with Ernst & Ernst Evelyn spent the first 17 years of her career in the finance function as Controller for First Nationwide Bank and for The Charles Schwab Corporation and 3 years as CFO and Chief Administrative Officer for U.S. Trust a wealth management subsidiary of Schwab. Deciding to move into general management Evelyn was given the opportunity to hone her skills in marketing business development strategy mergers and acquisition and product development culminating in the role of President and CEO of Charles Schwab Investment Management.
Evelyn has been recognized in the community for her leadership receiving the 2003 Filipinas Magazine Corporate Award the San Francisco Business Times 100 Most Influential Woman award for 2004 2005 and 2006 the California Women’s Leadership Alliance Award 2006 and Legal Momentum’s Women of Achievement award 2007.
A sought after speaker on leadership and strategy Evelyn has been a guest lecturer at Stanford’s Senior Executive Program for the last 10 years and has appeared on CNBC and Bloomberg TV. Evelyn is also a frequent speaker at leadership conferences such as the professional Business Women’s Conference The Governor’s Conference for Women California Diversity Council and the Financial Women’s Network.
Evelyn serves on the public company boards of Longs Drugs Corporation and Aeropostale the board of High Mark Funds and three non-profit boards Women’s Initiative The Commonwealth Club and Bishop O’Dowd High School. | 