Wealth Management Strategy And Research
Independent
AeroLeads people directory · profile
Rob Williams Email & Phone Number
Wealth Management Strategy and Research
at
Independent
2 work emails found
@schwab.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Management Strategy and Research
Location
Denver Metropolitan Area, United States, United States
Who is Rob Williams? Overview
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Quick answer
Rob Williams is listed as Wealth Management Strategy and Research at Independent, based in Denver Metropolitan Area, United States, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Rob Williams.
Rob Williams previously worked as Managing Director, Schwab Center for Financial Research at Charles Schwab and Director, Public Finance & Municipal Credit at Standard & Poor'S. Rob Williams holds Bachelor Of Arts - Ba from Princeton University.
Company email context
Email format at Independent
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{first}.{last}@schwab.com
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AeroLeads found 2 current-domain work email signals for Rob Williams. Compare company email patterns before reaching out.
Profile bio
About Rob Williams
Rob leads the financial planning, retirement income, and wealth management research, tools, and education team at Charles Schwab’s Schwab Center for Financial Research. Rob and his team provide thought-leadership, research, commentary, training, education, and tool support to Schwab clients, representatives, and business partners on a range of investing, planning, and wealth management topics, including goal-based planning, investment management, retirement and retirement income planning, risk management and insurance, estate planning, and tax. He writes and speaks on these topics in a variety of forums, to Schwab clients, representatives, and advisors. Disclosures: https://www.aboutschwab.com/social-media1223-341U
Listed skills include Bonds, Fixed Income, Capital Markets, Credit Analysis, and 6 others.
Current workplace
Rob Williams's current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles · 31 years
Rob Williams work experience
A career timeline built from the work history available for this profile.
Managing Director, Schwab Center For Financial Research
CurrentLead research, training, and advice in financial planning, retirement income, and wealth management as a member of, and thought leadership team leader, in Charles Schwab’s Schwab Center for Financial Research. Published and speak regularly on a variety of financial topics, including financial planning, wealth management, fixed income asset allocation.
Nov 2008 - Present
Director, Public Finance & Municipal Credit
Lead credit analysis and ratings on $28 billion in municipal debt across 700+ individual transactions and supported junior analysts on $25 billion in additional debt across multiple sectors. Lead analyst for the state of Colorado, Hawaii, Oregon and Hawaii and national sector leader in special tax securitization, short-term notes, and tax increment and.
Jun 2002 - Oct 2008
Managing Editor - Acquisitions
Westview Press, A Division Of The Perseus Books Group
Directed business strategy, acquisition, research, and development of 50+ new academic, textbook, and trade book projects per year in political economics, Russian, eastern European, and post-Soviet studies, Asian political economics and history, holocaust studies, and history. Managed a list of 200+ college textbook, monograph and trade publications.
1995 - 2000
~5 yrs
2 education records
Rob Williams education
Bachelor Of Arts - Ba
Princeton University
Master Of Business Administration - Mba
University Of California, Berkeley
FAQ
Frequently asked questions about Rob Williams
Quick answers generated from the profile data available on this page.
What company does Rob Williams work for?
Rob Williams works for Independent.
What is Rob Williams's role at Independent?
Rob Williams is listed as Wealth Management Strategy and Research at Independent.
What is Rob Williams's email address?
AeroLeads has found 2 work email signals at @schwab.com for Rob Williams at Independent.
Where is Rob Williams based?
Rob Williams is based in Denver Metropolitan Area, United States, United States while working with Independent.
What companies has Rob Williams worked for?
Rob Williams has worked for Independent, Charles Schwab, Standard & Poor'S, and Westview Press, A Division Of The Perseus Books Group.
How can I contact Rob Williams?
You can use AeroLeads to view verified contact signals for Rob Williams at Independent, including work email, phone, and LinkedIn data when available.
What schools did Rob Williams attend?
Rob Williams holds Bachelor Of Arts - Ba from Princeton University.
What skills is Rob Williams known for?
Rob Williams is listed with skills including Bonds, Fixed Income, Capital Markets, Credit Analysis, Investments, Bloomberg, Series 7, and Equities.
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