Wallis del Rosario

Wallis Del Rosario, CRPC®, CRPS®, currently serves as the Manager of Participant Education at Charles Schwab, a position held since April 2025, focusing on enhancing participant engagement and integrating Schwab's value proposition into the Workplace Services Participant Experience. Prior experience includes significant roles at Lincoln Financial Group, where Wallis held various titles including Lead Retirement Consultant and Senior Retirement Consultant, providing retirement planning and education. Additional experience encompasses work at USI Consulting Group as a DC Retirement Education Specialist, along with roles at MML Investor Services and MassMutual, focusing on retirement education, customer service, and relationship management. Wallis holds a Bachelor of Science in Business Administration and Management from Southern Wesleyan University.