- Senior Vice President and Chief Investment Strategist for Charles Schwab & Co.
- Received her B.A. in economics and political science from the University of Delaware. Currently, she sits on two endowment advisory committees for the university. Received her M.B.A. in finance from Fordham University.
- Prior to joining Schwab in 2002, she was a Managing Director at U.S. Trust (a division of Schwab, 2000-2007) and a member of its Investment Policy Committee.
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