Special Offer: Get 50% off your first 2 months when you do one of the following
Personalized offer codes will be given in each session
About This Webinar
At Charles Schwab Investment Management, we believe in a straightforward approach to asset management. That’s why we offer a focused lineup of core products and solutions for building the foundation of a portfolio. As one of the industry’s largest and most experienced asset managers, we put client needs first and are committed to lowering costs and reducing unnecessary complexity on behalf of all investors and the financial professionals who serve them.
When:
Sunday, December 22, 2024 · 6:32 a.m. · Eastern Time (US & Canada)
Language:
English
Who can attend? Anyone with the event link can attend
Dial-in available?
(listen only): Yes
Dial-in Number: Registration is full. If you have already registered, please log in or use the link from your registration confirmation email.
Featured Presenters
Managing Director, DCIO and Consultant Relations
Neil Hickey is the Managing Director of DCIO and Consultant Relations supporting CSIM. He manages the team responsible for introducing and supporting the organization’s investment products to consultants, recordkeepers, and other institutions.
Mr. Hickey joined Schwab in 2010. Previously, he spent five years at Old Mutual Asset Management as a vice president responsible for distributing investment products to consultants, plan sponsors, and retirement platforms. Those products included collective investment trusts, mutual funds, separately managed accounts, and alternatives. Mr. Hickey began his career at Fidelity Investments where he spent 15 years in a number of roles, including vice president in the institutional wealth services group responsible for relationship management and sales of custody and product solutions to registered investment advisers, bank trusts, retirement plan consultants, and plan administrators.
Mr. Hickey earned a Bachelor of Science in business administration from Merrimack College and completed CERTIFIED FINANCIAL PLANNER™ coursework at Boston University. He obtained the Certified Investment Management Analyst® (CIMA) certification through The Wharton School. Mr. Hickey holds Series 7, 24, 63 and 65 licenses.
Mr. Hickey joined Schwab in 2010. Previously, he spent five years at Old Mutual Asset Management as a vice president responsible for distributing investment products to consultants, plan sponsors, and retirement platforms. Those products included collective investment trusts, mutual funds, separately managed accounts, and alternatives. Mr. Hickey began his career at Fidelity Investments where he spent 15 years in a number of roles, including vice president in the institutional wealth services group responsible for relationship management and sales of custody and product solutions to registered investment advisers, bank trusts, retirement plan consultants, and plan administrators.
Mr. Hickey earned a Bachelor of Science in business administration from Merrimack College and completed CERTIFIED FINANCIAL PLANNER™ coursework at Boston University. He obtained the Certified Investment Management Analyst® (CIMA) certification through The Wharton School. Mr. Hickey holds Series 7, 24, 63 and 65 licenses.
Documents