Schwab employees speak out
Schwab staff talk about why it’s exciting and rewarding to work with their clients.
Meghan Holmes
Relationship Specialist
“We’re basically the face of Schwab for our independent investment advisors.”
Jessica Bosley
Senior Relationship Specialist
“Advisors wish I was in their offices with them, but I’m just a phone call away.”
Matthew Caffrey
Senior Relationship Specialist
“I have the opportunity to teach others and give
them the gift of technology or process.”
Natalie Wittmann
AS Conversion Consultant
“I’ve been able to develop relationships that work
like well-oiled machines.”
Patti McGowan
Relationship Specialist
“We care about our advisors; we'll do everything
we can to make everything work for them.”
Donald Perine
Team Manager
“I can use the tools, training, and industry knowledge
I have to find answers for clients.”
Tara Murphy
Team Lead
“Advisors have direct contacts so they know they can always work with the same individuals.”
Autumn Blondell
Team Lead
“We never know what questions we'll be asked, so we always have to be on our toes.”