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Charles Schwab Corp
Wurster, president of Charles Schwab since 2021, will assume the role of president and CEO on Jan. 1, 2025, as part of the company’s long-term succession plan.
North Texas’ Charles Schwab Corp. Names New CEO to Succeed Retiring Leader
by Lance Murray | Oct 4, 2024
Walt Bettinger will retire as CEO of Charles Schwab at the end of 2024, marking another milestone in his leadership, which included relocating the company’s headquarters to Westlake from San Francisco. President Rick Wurster will step into the role of CEO on Jan. 1, continuing the firm’s long-term succession plan.
by Lance Murray |
May 17, 2024
Several longtime executive leaders at Westlake-based Charles Schwab Corp. are transitioning to new roles while other execs fill their positions as part of a long-term succession plan.
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by Lance Murray |
Jan 24, 2023
Westlake-based Schwab said that Schwab Advisor Services and The Family Wealth Alliance will deliver the collective capabilities of industrywide relationships, thought leadership resources, and connections—along with technology—to drive growth and success for professionals and organizations focused on ultra-high net worth clients.
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by Lance Murray |
Oct 13, 2022
Dallas-based Apex Fintech Solutions has tapped Jon Patullo to lead the technology product strategy for Apex Advisor Solutions, its advisory channel.
The industry veteran was most recently managing director of digital trading and wealth management for Southlake-based Charles Schwab Corp. and managing director of technology platform management at TD Ameritrade Holding Corp.
The industry veteran was most recently managing director of digital trading and wealth management for Southlake-based Charles Schwab Corp. and managing director of technology platform management at TD Ameritrade Holding Corp.
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