After spending several months on the road, spotlight video interviews are back!
Neesha Hathi is senior vice president of Advisor Technology Solutions at Charles Schwab and a member of the senior leadership team for Schwab Advisor Services.
I recently had the pleasure to sit down and speak with Neesha Hathi, senior vice president of Advisor Technology for Schwab Advisor Services, on a number of topics.
In this seven-minute video, Hathi highlights how Schwab is able to maintain its agility in innovation despite its large size as an organization.
For details on all of Schwab’s recent announcements, see RIA technology updates from Schwab Advisor Services’ Tech Talk series posted here yesterday.
Hathi also explains how Schwab Advisor Services has gathered extensive feedback from their advisors to enhance the web trading platform in use by thousands of firms everyday.
