Notable Facts
→Managing Director & Chief Risk Officer at Charles Schwab since 2009
→Over 25 years at Charles Schwab, joined in 2000
→Previously served as Chief Credit Officer (2004-2008)
→Former Bank of America VP of Capital Markets Credit Risk and US Treasury National Bank Examiner
→Holds MBA in Finance from Arizona State University W.P. Carey School of Business
→Based in San Francisco with 500+ LinkedIn connections
→Has appeared in official Schwab client education videos and external speaking engagements