Charles Schwab
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Before joining Charles Schwab in 2010, Nick Georgis was a Senior Investment Advisor at Wetherby Asset Management.
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Bernard J. Clark
EVP & Head of Schwab Advisor Services
Nick Georgis
SVP, Advisor Services
Naveen Rajan
SVP, Asvisor Services Technology
Jalina Kerr
SVP, Advisor Experience
Current role
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