Speaker Details
Speaker Name:	J. Scott Slater
Job Title:	Managing Director of Business Consulting
Company:	Charles Schwab & Co., Inc.
Speaker photo currently unavailable	J. Scott Slater is a managing director of business consulting for Charles Schwab & Co., Inc.. He works with advisors interested in developing and growing their practices and helps them address the business issues they face. Prior to joining Schwab, Mr. Slater was managing director and head of Metavante's wealth management consulting practice and a director for the Spectrem Group, a national consulting firm that focuses on the affluent and retirement markets. Previously, he was senior vice president and general manager of American Express Personal Trust Services, leading the business through a period of rapid growth. He led several marketing departments for Norwest Bank (now Wells Fargo) and began his career in consumer products marketing with General Mills. Mr. Slater is a frequent speaker at industry conferences and has published many reports on the affluent investor, financial advisors and financial technology. He earned a bachelor's degree in English from Dartmouth College and a master's degree in finance and marketing from the University of Chicago.