Speaker Details
Speaker Name: Heath Batz
Job Title: Senior Product Manager
Company: Charles Schwab & Co., Inc.
Speaker photo
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As a senior manager at Charles Schwab & Co., Inc., Heath Batz is responsible for product development and marketing of the Portfolio Rebalancer application available on schwabadvisorcenter.com. He has more than 19 years of experience in the financial services industry, 15 of those with Schwab.

Mr. Batz holds a bachelor's degree in social sciences from Colorado State University as well as a bachelor of business administration degree and a master's degree in information systems from the University of Colorado.