Field notes from the rooms where enterprise AI gets decidedNext room: Singapore & New York · 13 Nov 2026
CIO Vision
Don Yuan, AI & Automation Leader at Charles Schwab
Charles Schwab logo
Charles Schwab

Attendee

Don Yuan

AI & Automation Leader at Charles Schwab

1Rooms joined
0Sessions on stage
0Awards
LinkedIn

On their agenda

Priorities, mapped against profiled leaders

Source: 734 CIO Vision leader profiles with at least one priority theme, from 742 leaders in the series. Share of those leaders in each theme; leaders may have multiple themes. Yellow marks Don's saved themes.

In the room

Dallas–Fort Worth, 8 May 2026

See the full Dallas–Fort Worth room
Dallas–Fort Worth room · 8 May 2026
Dallas–Fort Worth · 8 May 2026
Dallas–Fort Worth room · 8 May 2026
On film

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About

<p>Don Yuan is a senior business technology leader specializing in AI transformation, enterprise automation, and data analytics. Currently serving as Senior Manager of Workplace AI &amp; Intelligent Automation at Charles Schwab, he leads strategic initiatives in agentic AI development, LLM evaluation, and AI governance. </p><p>With over two decades of experience across financial services, CPG, and retail, Don has a proven track record of managing large-scale digital product development and cloud migrations. His technical expertise is backed by an MS in Applied Computer Science and numerous certifications, including AWS Certified Machine Learning and Data Analytics Specialty. He excels at bridging the gap between complex technical solutions and strategic business ROI.</p>

Summarised from public LinkedIn activity ·

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