Education
Bachelor of Science in Accounting, University Akron, Ohio. Master of Business Administration in Finance, University Akron, Ohio, 1992.
Career
Various positions, trust & investment management area through senior vice president Key Bank, 1984—1996. Vice president The Charles Schwab Corporation, 1996—2000, senior vice president, retirement plan services, 2000—2005, senior vice president, investor services, 2005—2007, executive vice president, investor services, since 2007, Charles Schwab & Company (subsidiary The Charles Schwab Corporation), 2007—2009.
Membership
Board directors Securities Industry & Finance Markets Association.
