Education
Bachelor of Business Administration, University Akron.
Bachelor of Business Administration, University Akron.
With Hampton Company (subsidiary The Charles Schwab Corporation), 1984. Joined The Charles Schwab Corporation, 1995, senior vice president, corporation retirement services, 2004—2006, executive vice president, president, asset management products and services, 2004—2005, executive vice president, corporation retirement services, 2007—2008, executive vice president, institutional services, since 2008. Vice president, development business technical The Charles Schwab Trust Company (subsidiary The Charles Schwab Corporation), 2002—2003, chief operating officer, 2003—2004, senior vice president, plan administrative services, 2004—2005, president, Chief Executive Officer, 2005.
Executive vice president, president, asset management products and services Schwab Corporation (subsidiary The Charles Schwab Corporation), 2004—2006, executive vice president, corporation retirement services, 2006—2008.
Member American Society Pension Professionals & Actuaries, SPARK NDCC Institute, Employee Retirement Income Security Act, 2005. Chairman SPARK NDCC Institute, Employee Retirement Income Security Act, 2007.