CXFS 2024

July 15 - 16, 2024

The Westin Copley Place, Boston, MA

Sean Albertson

Managing Director, Client Loyalty Charles Schwab

Sean Albertson is the Managing Director of the Charles Schwab Client Loyalty team.  As a key leader within the Analytics & Business Insights department, Sean and his team provide deep analysis and business recommendations to partners within the Charles Schwab Banking, Investor Services, Advisor Services and Digital Support departments.  In addition to traditional survey and research, Sean drives Journey Analytics and research strategies across all Schwab’s client touch points, focusing on increasing client loyalty.  

Sean is an experienced strategic leader whose innovation and initiative have created opportunities for companies to increase customer satisfaction and productivity and reduce customer churn.  Sean has directed VOC, Client Experience, Client Service and Retention divisions within the Financial Services, Cable and Telecommunications industries.  


Check out the incredible speaker line-up to see who will be joining Sean.

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