Vice President, Client Solutions Strategy at Charles Schwab
Location:
San Francisco Bay Area
Industry:
Financial Services
Work:
Charles Schwab since Dec 2012
Vice President, Client Solutions Strategy
Allstate Jan 2012 - May 2012
Senior Vice President, Protection Strategy & Planning
Allstate Nov 2010 - Jan 2012
Senior Vice President, Territorial Chief Financial Officer
J.P. Morgan Mar 2008 - Nov 2010
Managing Director, Fiduciary Group Head
J.P. Morgan Jan 2007 - Feb 2008
Managing Director, Geographic Expansion
Education:
New York University - Leonard N. Stern School of Business 1998 - 2000
MBA, Finance
Williams College 1991 - 1995
BA, History