Lead 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, retirement income, and income planning, and lead a team of analysts working in financial planning and related topics, for Schwab reps, prospects, clients, and independent advisors.Selected content:https://www.schwab.com/resource-center/insights/author/rob-williamsSelected Work:- Commentary in Schwab's quarterly On Investing Magazine- Publishing at Schwab.com/insights to provide insights and thought leadership to investors- Writing and speaking on retirement income planning and investing topics at client and advisor events- Internal research and commentary on income planning, financial planning, fixed income investing and portfolio allocation, and income management to guide training, advice, tools and solutions for Schwab client-facing representatives- Media spokesperson including contributions to the Wall Street Journal, New York Times, CNBC, B , Money Magazine, Kiplinger's, Barron’s, SmartMoney, BBC, MarketWatch and other publicationsMember of Schwab's Asset Allocation Working Group (AAWG), driving market views and portfolio allocation advice for Schwab reps and clientsThe Schwab Center for Financial Research (SCFR) provides individual investors and advisors with quality research, insightful perspective, practical guidance, and innovative tool and product development to help make better informed investment decisions.

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 development finance. Researched and published commentary and spoke at industry events on economic and credit trends, including California real estate, redevelopment investment, and other trends in municipal credit and investing.

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 seeking to apply evidence based research to teaching, broader audiences, and foundational research. Promoted to full editor responsibility after two years, leading strategy, product development, and P&L responsibility for two of the company's top five product portfolios. Worked directly with academics, researchers, and other authors to translate, package, and promote complex topics for multiple audiences including university texts, research, and retail consumption. Researched and identified research opportunities, author development, thought leadership, and research including college educational textbook, trade book, and academic monograph strategy, development, publication, and promotion.