Westlake

North Texas’ Charles Schwab Corp. Names New CEO to Succeed Retiring Leader

by | Oct 4, 2024
Walt Bettinger will retire as CEO of Charles Schwab at the end of 2024, marking another milestone in his leadership, which included relocating the company’s headquarters to Westlake from San Francisco. President Rick Wurster will step into the role of CEO on Jan. 1, continuing the firm’s long-term succession plan.
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Westlake’s ECI Software Solutions Acquires Cloud-Based ERP Khameleon Software
by | Sep 9, 2024
The strategic acquisition grows ECI's distribution portfolio with "powerful technology" designed to support long-term needs and future growth plans for its commercial furniture dealer customers, ECI said.
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Westlake-Based ECI Software Solutions Acquires Smart Manufacturing Software Co. ProfitKey
by | Aug 7, 2024
ECI—which has offices in the U.S., Canada, Mexico, the U.K., The Netherlands, and Australia—said the acquisition enhances its manufacturing software portfolio and further solidifies its commitment to supporting businesses within the industry.
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North Texas’ Solera Corp. Files Paperwork for IPO; Seeks $10-13 Billion Valuation, per Bloomberg
by | Jul 18, 2024

Solera Corp., the Westlake-based global provider of SaaS solutions for the vehicle lifecycle ecosystem, announced in late June that it has filed a registration statement with the U.S....

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Westlake’s Goosehead Insurance Announces Change at the Top

by | Feb 23, 2024
Mark Miller will succeed Chairman and CEO Mark Jones as CEO on July 1, when Jones transitions to executive chairman.
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The Last Word: Deloitte University’s Heidi Soltis-Berner on Huge Campus Expansion in Westlake
Global accounting and consulting giant Deloitte aims to invest at least $300 million in the ongoing expansion of its Deloitte University cultural hub in Westlake, northwest of Dallas. The sprawling center, which opened in 2011, is "where learning meets leadership" for Deloitte employees and guests, offering multiple venues for learning, eating, networking, and well-being.
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Wisdom of the Crowd: Schwab Commemorates its 50th Anniversary with Investor Survey
by | Nov 21, 2023

To commemorate its 50th anniversary, Westlake-based Charles Schwab has released results of a comprehensive survey of investors that the company said provides insights into the habits and experiences of its clients as well as what the clients see as critical to their satisfaction and successful outcomes....

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Fidelity's 337-acre campus in Westlake, TX. [Courtesy: Fidelity Investments]
Fidelity to Hire 4,000 in First Half of 2023, with 502 of Them in Texas
by | Feb 16, 2023
The new jobs will be 37% client-facing hires and 26% technology hires, Fidelity said. The company's headcount in Texas at the end of 2022 was 9,044 employees, with more than 6,000 working at its two-building campus in Westlake, home to more than 30 Fidelity business units. “We take a long-term view to investing in our overall workforce and our people, just as we do in our businesses,” Fidelity's Kirsten Kuykendoll said.
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Charles Schwab Corp. Acquires The Family Wealth Alliance

by | Jan 24, 2023
Westlake-based Schwab said that Schwab Advisor Services and The Family Wealth Alliance will deliver the collective capabilities of industrywide relationships, thought leadership resources, and connections—along with technology—to drive growth and success for professionals and organizations focused on ultra-high net worth clients.
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The Last Word: Carrie Schwab-Pomerantz on Relaunching Girls Scouts USA Financial Literacy Badges
by | Jan 19, 2023
Westlake-based Charles Schwab has partnered with Girls Scouts USA to modernize and relaunch the organization's financial literacy badges. The new financial literacy curriculum includes topics such as investing basics, building wealth, entrepreneurship, fraud awareness, and budgeting for different goals throughout life. The goal is to help bridge the gap between what girls learn in school and what they need to feel confident managing finances in life and business,.
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Ispira Enterprise Hires 3 Executives for Leadership Team
by | Nov 18, 2022
The new hires are Munish Gupta as president and cybersecurity advisory head, Divya Acharya as chief human resources officer, and Kumar Mynampati as chief delivery and growth officer.
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Deloitte’s New DEI Institute Announced at Westlake’s Deloitte University
by | May 17, 2022
Deloitte University—the financial services and consulting giant's 'cultural home' in the Fort Worth suburb of Westlake—will be a key site for impactful events of Deloitte's new DEI Institute.

Launched with a goal of pursuing "sustained equity and belonging for all," the institute will "convene and collaborate with organizations and thought leaders to share resources and accelerate impact," says Dan Berner, Deloitte's North Texas managing partner.
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AT&T and Deloitte are Partnering on 5G to Transform the Future of Digital Corporate Learning

by | Dec 18, 2019
By next summer, AT&T plans to bring 5G network connectivity, edge computing, and immersive mixed reality to Deloitte University in Westlake.
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Schwab TD Ameritrade
Schwab’s Acquisition of TD Ameritrade Will Result in Headquarters Move To DFW
by | Nov 25, 2019
Schwab, known for low costs and financial technology, is finishing a large campus in Westlake. TD Ameritrade opened a regional headquarters last year in nearby Southlake.
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relocation site selection
How a Deal Gets Done: Dallas-Fort Worth Works Hard to Attract Major Companies
by | Nov 1, 2019
By making contact and staying engaged, Chamber and economic development officials lure important relocations to North Texas.
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DI People: Pearson Partners, January Digital, Solera Holdings, DoctorLogic Make Exec Moves
by | Jun 11, 2019
You'll also find news about OneSource Virtual, Tarrant County College District, Botanical Research Institute of Texas, Mutual of Omaha Bank, Catholic Charities Fort Worth, Cantey Hanger, Mass Luminosity, and Tucker Powersports in this roundup of leadership and executive moves by companies and organizations in North Texas.
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