Every day, Schwab employees work together to build long-lasting client relationships to help everyone become financially fit.
Yvonne Monte works on an Orlando-based team that supports some of our largest advisor clients. "You become the face of Schwab. There are times when the advisors don't think 'Call Schwab and ask for help,' but 'Call Yvonne.' It's nice to know they have that kind of confidence in me and my abilities." Yvonne has worked for Schwab for 10 years. "I've very proud to work here, in part because of Schwab's ethics and conservative approach to investing, advice and lending, which to me are all about what's best for the individual. In addition, everyone I work with is committed to the highest standards of service."
Carolyn Knudsen, who has been with Schwab for more than 13 years, works on the Managed Account Operations (MAO) team in Orlando. "One of the best parts of working at Schwab is there are so many opportunities to do so many different things. In MAO, it's great because we encompass a variety of roles and responsibilities, and really all you have to do to expand your skills is express interest in learning another part of the operation."
Mark Jamison leads our Core Client Experience and Delivery group in San Francisco.
"We work at a firm where everyone matters, and our purpose is different. What you want is someone who can help you navigate this journey, and that's what we see here every day." Jamison sees Schwab as a different kind of firm – one that listens and advocates for the client's best interests. "[A client will] say, 'I have a CD that's maturing, and I want to know what my options are. Because we're a firm that's good at listening, we get to the question behind the question, which is, 'I'm transitioning to retirement, I want to make sure I can generate income in retirement. What do you think is the best thing to do?' And so we quickly triage them to have a Complimentary Consultation... But the key is that someone is really good at listening to get to the need behind the original question."
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