Consulting Team

Elaine Needleman has been leading strategic initiatives from concept to execution resulting in synergy savings from acquisition implementation, expansion of client base, gains in operational efficiency, and compliance with industry regulations for 20 years.  She excels at managing and analyzing large data sets for creation of program reporting to executive management.

Her current work includes managing synergy savings financial reporting for Charles Schwab & Co. resulting from its acquisition of TD Ameritrade.  Elaine collaborates with business units and Finance partners to capture savings resulting from reduced spend, contract renegotiations, and elimination of overlapping vendors and services.

A global citizen, Elaine has lived and worked abroad several times, most recently in Europe where she gained appreciation for the impact of climate change on business and society.   She recently completed Columbia Business School’s Executive Education on ESG Investing as well as the United Nations PRI Academy’s Foundations in Responsible Investing program.

Based in Marin, California, Elaine spends her free time exploring nature.