Jennifer Barnes, MBA

Jennifer Barnes, MBA is an accomplished IT product management professional with more than a decade of experience spanning financial services, operations, and technology. As Senior Specialist in IT Product Management for Tax and Cost Basis Operations at Charles Schwab, she plays a critical role in aligning business strategy with technology solutions that improve operational performance and regulatory accuracy. Over nearly nine years with the firm, Jennifer has earned multiple promotions by consistently delivering innovative solutions, serving as a trusted subject matter expert, and driving initiatives that enhance both business processes and client outcomes.

Throughout her career, Jennifer has developed deep expertise in tax and cost basis operations, fixed income securities, 1099 reporting, user acceptance testing (UAT), and system conversions for complex financial products. She is recognized for her ability to bridge technical and business functions, leveraging process improvement methodologies, data analytics, and tools such as Tableau to optimize workflows and strengthen operational efficiency. Her collaborative leadership style enables her to work effectively across cross-functional teams, ensuring technology initiatives are successfully translated into scalable, client-focused solutions.

Jennifer's professional journey reflects a commitment to lifelong learning, adaptability, and continuous improvement. Holding an MBA in Finance and currently pursuing a Bachelor of Science in Computer Science with a concentration in Cybersecurity Engineering, she continues to expand her technical expertise while building on an earlier academic foundation in biology. Her diverse career—including experience in insurance, brokerage operations, education, and behavioral services—has shaped a well-rounded perspective that allows her to approach complex business challenges with analytical rigor, innovation, and a passion for delivering meaningful organizational impact.