Tim Heier

Executive Vice President and Chief Technology Officer

Tim Heier is responsible for technology strategy & architecture as well as development of client-facing applications for retail and institutional business units, core middleware and share application services used by technology teams throughout the firm. He also works with Schwab’s Chief Information Officer and business leaders on the company’s long-term technology strategy.

Prior to his current role, Heier was senior vice president of Schwab Advisor Services technology & mobile development. He has held multiple positions since joining Schwab in August 1999.

Before Schwab, Heier was a computer scientist at Lawrence Livermore National Laboratory, founded a start-up firm and held positions at two engineering consulting firms, Parsons Brinckerhoff and Barton Ashman & Associates.

Heier earned his Master of Science degree in Computer Science from California State University at Hayward. He holds a Bachelor of Science degree in Engineering from University of California, Berkeley.


Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc., Member SIPC.

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans.