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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: Tuesday, October 20, 2020 · 02:28:00 AM · 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: 1 (312) 248-9348
Dial-in ID: 114844#
Dial-in Passcode: 2721#
Featured Presenters
Webinar hosting presenter
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.
Documents
CSIM_Firm_Overview_(3).pdf
Preview Download Added by ISS Conference Team at 3:21 PM - Thursday - September 17, 2020
Defined_Contribution_Investment_Only_Sales_Team_(1).pdf
Preview Download Added by ISS Conference Team at 3:21 PM - Thursday - September 17, 2020
Exchange_Traded_Funds_Product_List_(8x11).pdf
Preview Download Added by ISS Conference Team at 3:22 PM - Thursday - September 17, 2020
Schwab_Market_Cap_Index_Mutual_Funds_Product_List_(2).pdf
Preview Download Added by ISS Conference Team at 3:22 PM - Thursday - September 17, 2020