Speaker Details
Speaker Name:	Adam Moseley
Job Title:
Company:	Charles Schwab & Co., Inc.
Speaker photo currently unavailable	Adam Moseley is a director of technology consulting for Schwab Advisor Services™. He oversees a team that works with Schwab Advisor Services' clients and prospects to help them create operational efficiencies by consulting with them on workflow processes and optimization, technology usage, and sharing best practices based on the enterprise's two decades of experience serving advisors. In addition, the Technology Consulting team at Schwab Advisor Services brings field insights to the product development and product management teams to ensure the technology platform continues to effectively serve the expanding and maturing needs of independent advisors. Mr. Moseley joined Schwab Institutional in 1997 to work in trading and operations, and joined the technology consulting team in 1999. He holds the Series 7 and 63 licenses.