Schwab Asset Management Solutions

20-21 Trivia for JA

Schwab Asset Management Solutions

May 6, 2021 1:15pm - 2:00pm

Financial Literacy Month Fundraiser

SAMS TEAM LINKS

SENIOR LEADERSHIP TEAM

YOUR CO-CAPTAINS

Portfolio Management

Omar Aguilar, Bill McMahon, Greg Thomas, Brett Wander

Jon Roman  

Tyler Blum  

Product & Strategy

Tom Dorsky, Heather Fischer, John Sturiale, Shanna Weber

Mike Savage  

Lauren Mathers

Investment Research

Patrick Cassidy, Jeffrey Kleintop, Mark Riepe, Liz Ann Sonders

Trina Sweet  

Andy Vuong  

Technology & Operations

Jonathan De St Paer, James Ferrarelli

Brett Trott  

Sally Maske  

Schwab Private Client (SPC)

 Bryan Olson

Arun Balasubramaniam

 Laurie Dwyer  

Sales, Marketing, Legal & Compliance

Amos Robinson, Kelly Briden, David Lekich, Mike Hogan

Angel Romero  

Samantha Schwimmer  

$22,732.54

achieved

$3,000.00

goal

of your goal reached

Registration is closed for this Company.

SAMS Battle of the Brains

Date: Thursday, May 6th*

Time: 1:15 - 2:00pm PST

*Video Attendance Link to Follow

Our Teams

PM

Portfolio Management

$5,053.15

raised

$5,000.00

goal

0%
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PA

Product and Strategy

$2,512.80

raised

$1,500.00

goal

0%
View Page
IR

Investment Research

$1,907.48

raised

$500.00

goal

0%
View Page
SM

Sales, Marketing, L&C

$1,910.76

raised

$500.00

goal

0%
View Page
TA

Technology and Operations

$4,153.88

raised

$500.00

goal

0%
View Page
SP

Schwab Private Client

$7,142.85

raised

$4,000.00

goal

0%
View Page

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