Morgan Stanley
Chief Digital Officer, Wealth Management
Charles Schwab Nov 2014 - Jan 2016
Executive Vice President, Investor Services Strategy, Segments and Platforms
Charles Schwab Feb 2014 - Nov 2014
Senior Vice President, Schwab Intelligent Portfolios
Charles Schwab Feb 2012 - Feb 2014
Senior Vice President, Advisor Services Client Experience and Strategic Integration
Charles Schwab Bank Apr 2010 - Feb 2012
Chief Operating Officer
Education:
Stanford University Graduate School of Business 1996 - 1998
Master of Business Administration, Masters
Princeton University 1989 - 1993
Bachelors, Bachelor of Arts, Economics