Petra Campos

Senior Consultant

Petra Campos is a senior product and program leader. With more than 20 years of experience in the financial industry, Petra drives growth and innovation for consumer and adviser clientele. She is a proven leader with a strong background in product development, business strategy, client experience and risk management.

Petra’s passion is solving problems. She thrives in building solutions from the ground up as well as optimizing experiences, with the ultimate goal of delighting customers. A visionary thinker, she applies pragmatic approaches to bring programs to reality.

Most recently, Petra has implemented several Managed Investing risk programs as a consultant at Charles Schwab. Prior to that, she transformed digital accessibility at Wells Fargo through Agile integration, resulting in cost savings, American Disability Act (ADA) compliance and ensuring that all customers and employees have access to Wells Fargo’s products and services. Additionally, Petra led Digital Planning and Strategy, running chief office functions and establishing a 15-person front-line governance team, which was recognized as a best-in-class model for mitigating operational and regulatory risk. At Charles Schwab, Petra drove the end-to-end product experience for individual retirement, small business, education and estate products, serving both retail and adviser clientele.

Petra holds a bachelor’s degree in economics with a minor in art history from U.C. Berkeley, and an MBA from the University of Southern California. Outside of work, she spends a lot of time chauffeuring her tween twin boys to sporting events. A San Francisco Bay Area native, she loves trips to Napa, exploring the outdoors and baking custom cakes for friends and family.