Charles Schwab
Darryl C. C. currently serves as the Director of Wealth & Asset Management Solutions at Charles Schwab, focusing on educating individual investors about Schwab Wealth Advisory. Prior experience includes a tenure as Vice President at Matthews Asia, and as VP of Business Development at Tamarac Inc., where business development and strategic alliances were overseen for investment management software. Additionally, Darryl worked at Russell Investments as a Senior Client Executive, managing the independent RIA channel, and at PGIM Investments as Senior Vice President, leading third-party distribution for asset management products. Early career roles include Vice President positions at Invesco US and Warburg Pincus LLC, as well as an Investment Consultant/Investment Sales Manager role at Citi, where involvement in building an in-branch investment program occurred. Educational credentials include an MBA in Finance from The Wharton School and an AB in Sociology from Princeton University.
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Charles Schwab
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The Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States and is one of the largest brokerage firms in the United States.