Elaine Needleman

Senior Consultant

Elaine Needleman has been leading strategic initiatives from concept to execution, resulting in synergy savings, expansion of client base, gains in operational efficiency and compliance with industry regulations for 25 years.

She recently completed a four-year initiative to drive Charles Schwab’s capture of $912 million in third-party synergy savings resulting from the recent acquisition of TD Ameritrade, hitting 101% of target. Elaine partnered with the Integration Management Office, Enterprise Finance, Corporate Vendor Management and business units across the firm to identify, prioritize and execute third-party strategies. She created and delivered monthly program reporting to inform leadership teams of progress in identifying key risks, dependencies and gaps to target.

Based in the San Francisco Bay Area, Elaine is a Marin Master Gardener enthusiastic about helping the community mitigate and adapt to climate change. She is co-leading the 2025 Marin Master Gardener New Member Training under the auspices of the University of California.