Karla Maschmeier Email & Phone Number | With over 25 years of legal experience in the financial services industry, I specialize in regulatory compliance, business strategic counseling, retirement policy and advocacy. I am passionate about finding solutions and opportunities within complex and dynamic environments. I have also served as a client relationship manager, compliance officer and an associate attorney at a law firm in the past. As an experienced ERISA and Financial Services attorney, I am an authority on the financial services and retirement regulatory environment and a trusted thought partner by executive and senior leaders. I provide comprehensive and thoughtful analyses on regulations and compliance, and I shape and influence business strategy with the executive team. I have also led several projects as the lead attorney, such as the biggest business conversion/integration of IRAs and small business retirement accounts in the financial services industry, DOL Fiduciary rule and SECURE Act implementations and digital enterprise initiative that focused on automating end-user processes and products across the company. Additionally, I am a diversity champion and a mentor who invests in the professional advancement of junior team members. I am always eager to collaborate, problem-solve, and create value for the company and its stakeholders.

Karla Maschmeier

With over 25 years of legal experience in the financial services industry, I specialize in regulator...
Richfield, Ohio, United States

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Karla Maschmeier’s Location Richfield, Ohio, United States

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Karla Maschmeier’s Prior Industry Charles Schwab | Oneil Cannon Hollman Dejong

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Office Of Corporate Counsel, Director And Corporate Counsel

2008-01-01 00:00:00 - 2024-01-01 00:00:00

Associate Attorney

2003-01-01 00:00:00 - 2007-01-01 00:00:00

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Karla Maschmeier is a With over 25 years of legal experience in the financial services industry, I specialize in regulatory compliance, business strategic counseling, retirement policy and advocacy. I am passionate about finding solutions and opportunities within complex and dynamic environments. I have also served as a client relationship manager, compliance officer and an associate attorney at a law firm in the past. As an experienced ERISA and Financial Services attorney, I am an authority on the financial services and retirement regulatory environment and a trusted thought partner by executive and senior leaders. I provide comprehensive and thoughtful analyses on regulations and compliance, and I shape and influence business strategy with the executive team. I have also led several projects as the lead attorney, such as the biggest business conversion/integration of IRAs and small business retirement accounts in the financial services industry, DOL Fiduciary rule and SECURE Act implementations and digital enterprise initiative that focused on automating end-user processes and products across the company. Additionally, I am a diversity champion and a mentor who invests in the professional advancement of junior team members. I am always eager to collaborate, problem-solve, and create value for the company and its stakeholders.