Michelle Draper, Schwab Advisor Services
About the Author
Michelle Draper is senior vice president of Institutional Services Marketing, Charles Schwab & Co., Inc., with responsibility for the marketing channel delivery via advertising, field marketing and online, as well as integrated marketing planning for all of Schwab’s institutional services businesses. She can be reached at michelle.draper@schwab.com.
Previously, she served as vice president of strategic marketing for Schwab Advisor Services, leading the development of all marketing initiatives, including client acquisition, retention and loyalty, and advisor business consulting programs. Prior to joining Schwab, Michelle was an Assistant Account Executive at BBDO North America, working in the high-tech business-to-business public relations division.
Michelle earned a B.S. in journalism from California Polytechnic State University. She has completed NASD licensing for Series 7 and is a brokerage principal under Series 24.
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Think Retirement Income
October 10-11, 2013
Hyatt Regency, Boston, MA
The Retirement Income Symposium has a fresh, new look…welcome to the new and improved RIA Think Retirement Conference. We’re offering the same top-notch educational and networking opportunities to all RIAs, while still paying special attention to the challenges, and opportunities, of offering retirement incomes advice.
For more information, visit www.thinkretirementincome.com.
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