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for Schwab Corporate and Retirement Services. Specifically, Andrew oversees the sales and relationship management division for Plan Administrator Services and is a member of the leadership team. Andrew partners with an extensive network of independent third party administrators TPAs and advisors to create customized plan, reporting and compliance services for corporate retirement plans. Andrew has been with Charles Schwab for over 15 years. Prior to joining the firm he served as an assistant vice president and trust officer in the personal trust division of The Bank of California. At Schwab, he has held various positions within the retirement group including client administration, relationship management and sales. He is one of Schwab’s subject matter experts on retirement and continues to be active at many industry events. Andrew earned a Bachelor’s degree in Managerial Economics from the University of California at Davis. |