Schwab Story
Chuck Schwab created a discount Brokerage
What is 1975?
Hunt has worked in the securities industry for 32 years, the past __ with Charles Schwab
What is 26 years?
The value to earn our clients' trust by treating clients in an ethical, empathetic, and proactive way
Trust
To champion every client's goals with passion and integrity
What is purpose
Here to stay
What is Thinkorswim
At Schwab we take a ___ to financial services, and treat clients and colleagues the way we'd like to be treated
What is a more human approach
Mr Schwab served as a director of Yahoo! Inc
What is during 2014 to 2016
One core value is to respect fellow employees and reinforce the power of team work
Team work
Cultivate lifetime client relationships through
excellent client experiences designed and delivered by engaged employees
What is goal 3 of corporate strategic goals
Additional products and services available through Schwab.
What is Schwab Slices, Intelligent Portfolios and Donor-advised funds
Chuck's memoir
What is Invested
Managing Director, Head of International Services for Charles Schwab & Co., Inc
What is Lisa Kidd Hunt
The value to constantly improve the client experience through innovation that benefits clients
Innovation
Delivering a great client experience earns the trust and loyalty of clients and increases the likelihood that those clients will refer others.
What is service culture
Helping clients fulfill their philanthropic goals and maximize their charitable impact.
What is Donor-advised funds?
Decades of Innovation
What is 4 decades
Lisa Hunt always focuses on driving _______while creating more meaningful outcomes for clients.
What is profitable long-term growth
The value to be good stewards of our brand and stockholder value
Stewards
Our approach to serving investors
What is "no trade-offs"
The acquisition will be completed.
What is sometime April and September of 2023
We offer investors-
a contemporary, full-service approach to build and manage their wealth
The year 2008
What is Mr. Schwab's last year as CEO
Own your tomorrow.
What is Charles Schwab?
Company’s willingness to challenge the status quo to benefit clients fosters innovation and continuous improvement, which helps attract more clients and assets.
What is Willingness to Disrupt
Builds and manages your portfolio so you don't have to
What is Robo-Advisor?