\nNaureen Hassan is the leader of Schwab Intelligent Portfolios and is also responsible for client experience and web and mobile channels supporting the individual investors who, as of March 31, 2015, hold $1.3 trillion client assets in 9.5 million active brokerage accounts at Charles Schwab & Co., Inc. and 986,000 active bank accounts at Charles Schwab Bank.\nSince joining Schwab in the corporate strategy group, Hassan has held a range of leadership roles across the Charles Schwab organization. She served as the chief operating officer of Charles Schwab Bank, led the client experience function for Schwab Advisor Services, in providing custodial, operational and trading support to nearly 7,000 independent advisory firms, and led the development of Schwab Intelligent Portfolios™, Charles Schwab’s new automated investment advisory service that launches in the first quarter of 2015. \nBefore joining Schwab in 2003, Hassan was an associate principal from McKinsey & Company. She counseled CEOs and top management of multibillion dollar global and national corporations, large foundations and other public institutions. Her areas of expertise included operational performance improvement, healthcare and financial services strategy. She has extensive global experience and was based in London, Mumbai, New York and San Francisco.\nHassan holds a Bachelor of Arts degree from Princeton University, where she graduated magna cum laude, and a Master of Business Administration degree from the Stanford University Graduate School of Business.
Like what you see? Make sure you're getting it all
Independent and authoritative analysis and perspective for the bond buying industry