Annex Wealth Management
17950 W Corporate Dr.
Brookfield WI 53045
Third Floor, Café
Paul Ewing is a Senior Technology Consultant for Charles Schwab & Co., Inc. based in Minneapolis, MN. As a member of Schwab’s technology consulting team, Paul provides hands-on guidance and consulting support to help investment advisors on a variety of industry topics including implementing strong cybersecurity practices. Paul has been in the financial services industry for more than 25 years and in his current role at Charles Schwab since 2007.
Adam Moseley is the National Director of Technology, Operations and Cybersecurity consulting for Charles Schwab & Co. Adam consults with advisors and is responsible for Schwab's technology consulting team nationwide. This team provides hands-on guidance and consulting support to help investment advisors. The technology consultants help RIAs in various areas including implementing strong cybersecurity practices. Adam has been with Charles Schwab since 1997.