Schwab's experts help clients make informed decisions by speaking on a wide variety of issues. Experts PASSIVE EQUITY AND MULTI-ASSET STRATEGIES Omar Aguilar Managing Director and Chief Investment Officer, Head of Investments View Omar's bio SALES AND RELATIONSHIP MANAGEMENT Jon Beatty Chief Operating Officer, Advisor Services View Jon's bio FAMILY OFFICE Eddie Brown National Managing Director and Head of Schwab Advisor Family Office View Eddie's bio RETAIL INVESTOR TRENDS Andrew D’Anna Managing Director, Retail Client Experience View Andrew's bio DIGITAL ADVICE Keith Denerstein Managing Director, Digital Advice View Keith's bio TRADING AND DERIVATIVES Randy Frederick Managing Director, Schwab Center for Financial Research View Randy's bio WORKPLACE FINANCIAL SERVICES Catherine Golladay Managing Director, Head of Workplace Financial Services View Catherine's bio FIXED INCOME Kathy Jones Managing Director and Chief Fixed Income Strategist, Schwab Center for Financial Research View Kathy's bio STRATEGY INTEGRATION, CLIENT EXPERIENCE Jalina Kerr Managing Director, Advisor Services View Jalina's bio INTERNATIONAL MARKETS, TRENDS, AND EVENTS Jeffrey Kleintop Managing Director and Chief Global Investment Strategist, Charles Schwab & Co., Inc. View Jeff's bio ACTIVE EQUITY STRATEGIES Bill McMahon Managing Director and Chief Investment Officer, Active Equity Strategies View Bill's bio BUSINESS DEVELOPMENT Tim Oden Senior Managing Director, Advisor Services View Tim's bio ADVISOR SERVICES TECHNOLOGY Andrew Salesky Managing Director, Digital Advisor Solutions View Andrew's bio BUSINESS CONSULTING AND EDUCATION Lisa Salvi Managing Director, Advisor Services View Lisa's bio FAMILY FINANCE, EDUCATION, AND CORPORATE PHILANTHROPY Carrie Schwab-Pomerantz Board Chair and President, Charles Schwab Foundation, Managing Director, Charles Schwab & Co., Inc. and Board Chair, Schwab Charitable View Carrie's bio PERSONALIZED FINANCIAL ADVICE Amy Richardson CERTIFIED FINANCIAL PLANNER™ professional, Schwab Intelligent Portfolios Premium® View Amy's bio ESG STRATEGY Malik Sievers Director and Head of ESG Strategy View Malik's bio ECONOMIC AND MARKET INSIGHT AND INVESTOR SENTIMENT Liz Ann Sonders Managing Director and Chief Investment Strategist, Charles Schwab & Co., Inc. View Liz Ann's bio FIXED INCOME STRATEGIES Brett Wander Managing Director and Chief Investment Officer, Fixed Income Strategies View Brett's bio FINANCIAL PLANNING, INCOME PLANNING, AND WEALTH MANAGEMENT Rob Williams Managing Director, Financial Planning, Schwab Center for Financial Research View Rob's bio 0000-2021 Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law (Equal Employment Opportunity policy). Schwab is also an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity. The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. TD Ameritrade, Inc. and TD Ameritrade Clearing, Inc., members FINRA/SIPC, are separate but affiliated companies and subsidiaries of TD Ameritrade Holding Corporation. TD Ameritrade Holding Corporation is a wholly owned subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents. © 2021 Charles Schwab & Co., Inc, All rights reserved. Member SIPC. Unauthorized access is prohibited. Usage will be monitored. Privacy Schwab.com Additional Schwab Sites Contact Us Facebook Twitter YouTube LinkedIn Instagram Who We Are Overview Leadership Awards What We Do Overview Citizenship Overview Access to Investing Our People Diversity and Inclusion Security Financial Empowerment Giving Back Our Communities Environmental Stewardship Advocacy and Ethics Main Street Stories Overview Culture Community Innovation Industry Viewpoints Investor Relations Overview Governance Annual Report Financial Reports Other Regulatory Disclosures Investor Information Stock CFO Commentary Media Overview Press Releases Experts Research Company Statements