Consulting Team

Jill LeVan is a senior strategy professional with more than 20 years of experience in offer and product strategy, client experience, process improvement, organizational change management, and client service and support. She spent much of her career in leadership roles in both the retail and institutional businesses at Charles Schwab & Co., and she now advises organizations of all sizes on how to tackle their business opportunities and challenges.

Jill specializes in the design, implementation, and delivery of world-class client experiences, including product design, multichannel interaction models, and supporting processes and infrastructure. She is passionate about the importance of maintaining a relentless focus on the customer’s needs in all aspects of work in order to maximize results.

After lengthy stays in San Francisco and Chicago, Jill returned to her roots in the Lehigh Valley of Pennsylvania, where she and her young son, Alex, enjoy an endless stream of activities and adventures together.