Awards & Recognition
★Charles Schwab named #1 Overall Broker by StockBrokers.com under his leadership
★Schwab received J.D. Power awards for customer service under his tenure
Notable Facts
→Managing Director, Head of Retail Investing at Charles Schwab overseeing $5 trillion in assets and 30 million accounts
→Also serves as President of Charles Schwab & Co., Inc.
→Former Chief of Staff to Charles R. Schwab (founder)
→25+ year career at Schwab since 2000, previously at AT&T
→MBA from UC Berkeley, undergraduate degree from McGill University
→Regularly speaks at industry conferences and university programs
→Active LinkedIn presence with 500+ connections and thought leadership posts