Research Analyst, Charles Schwab Investment Advisory
Westlake, Texas, Us
Charles Schwab is a savings and loan holding company that, through its subsidiaries, engages in wealth management, securities brokerage, banking, money management, and financial advisory services.• Managed multi-manager mutual fund wrap and ETF wrap products, raising $2B in assets. • Recommended lists of mutual funds and sponsored separately managed account platform; $28B total AUM. • Performed qualitative due diligence research on mutual funds and separately managed accounts, resulting in an expansion into real estate and preferred securities.