Charles Goldman to Lead Institutional Business
SAN FRANCISCO, May 21 /PRNewswire-FirstCall/ -- The Charles Schwab
Corporation today announced the appointment of Benjamin Brigeman as head of
Schwab Investor Services, and Charles Goldman as head of its Schwab
Institutional enterprise.
Currently in charge of strategy, planning and administration for the
Schwab Investor Services enterprise, Brigeman assumes the role vacated when
Walt Bettinger was appointed chief operating officer of the corporation in
February of this year. Goldman, currently chief operating officer of Schwab
Institutional, will succeed Deborah Doyle McWhinney, who has decided to
retire from the company. Both Brigeman and Goldman will report to
Bettinger.
Brigeman joined Schwab Investor Services in June 2004 and has overseen
a wide variety of strategic initiatives and worked closely in partnership
with Bettinger in the turnaround of the retail business. He joined Schwab
in 1996 to help build the company's 401(k) retirement plan business, and
eventually assumed responsibility for all aspects of Schwab's 401(k)
solutions.
Goldman joined Schwab in 2001, and served in corporate strategy and
development roles before assuming responsibility for Schwab Institutional's
day-to-day operations under McWhinney. Schwab Institutional serves more
than 5,000 independent investment advisors with custodial, operational and
business development support services. McWhinney has served as head of the
enterprise since joining Schwab in 2001.
About Charles Schwab
The Charles Schwab Corporation (Nasdaq: SCHW) is a leading provider of
financial services, with more than 300 offices and 6.8 million client
brokerage accounts, 1,117,000 corporate retirement plan participants,
154,000 banking accounts, and $1.3 trillion in client assets. Through its
operating subsidiaries, the company provides a full range of securities
brokerage, banking, money management and financial advisory services to
individual investors and independent investment advisors. Its broker-dealer
subsidiary, Charles Schwab & Co., Inc. (member SIPC, http://www.sipc.org),
and affiliates offer a complete range of investment services and products
including an extensive selection of mutual funds; financial planning and
investment advice; retirement plan and equity compensation plan services;
referrals to independent fee-based investment advisors; and custodial,
operational and trading support for independent, fee-based investment
advisors through its Schwab Institutional division. The Charles Schwab
Bank, N.A. (member FDIC) provides banking and mortgage services and
products. CyberTrader, Inc. (member SIPC, http://www.sipc.org) is an
electronic trading technology and brokerage firm providing services to
highly active, online traders. More information is available at
http://www.schwab.com.
SOURCE Charles Schwab
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Related links:
http://www.schwab.com
CONTACT:
Media, Greg Gable, +1-415-636-5847, or
Investors-Analysts, Rich Fowler, +1-415-636-9869, both of Charles
Schwab
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