R. Scott Strait

Lecturer

Dr. Strait is a senior IT executive with over 30 years of experience leading technology organizations. He is currently the Chief Technology Officer and co-founder at RetireOne, the leading, independent platform for insurance solutions for fee-based financial advisors. Currently servicing over $1 billion of retirement savings and income investments, RetireOne continues to grow in its mission to provide advisors and their clients’ valuable retirement solutions that are simple to use, easy to understand, and delivered with outstanding service.

Prior to RetireOne, Scott worked with two other financial industry start-up companies. He was CTO at Renew Financial, which pioneered a break-through clean energy financing product, and CTO at Prosper Marketplace, which was the creator of peer-to-peer lending.

Previously, Scott spent 12 years with Charles Schwab where he held a variety of positions, including CTO; divisional CIO for the Schwab Investor Services business serving retail investors; Senior VP of Technology for back-end brokerage, cashiering, and operations; and divisional CIO for the Schwab Institutional business serving independent financial advisors. As CTO and head of retail technology, he drove the development of the technology that led to Schwab’s strategy shift from transaction-based to relationship-based client experience and the complete rewrite of Schwab.com.

Prior to Schwab, Scott was with Lawrence Livermore National Laboratory and Arthur Andersen, where he was a CPA