Managing Director of Middle Office Charles Schwab Investment Management
Don joined Charles Schwab from Charles River Development where he managed the Fixed Income implementation team that specialized in portfolio manager, trader, and operations data sourcing and workflow deployment. Prior to his consulting experience, Don worked in multiple project manager and lead analyst roles at Fidelity Investments, Barclays Wealth, and Schroders Investment Management. Across his experience in Financial Services, Don has always specialized on data sourcing and implementation efforts to support business functionality including participating in multiple trading system implementations, portfolio management solutions, and operational enhancements to the middle and back office teams supporting them. Don earned a B.S. from the United States Military Academy and an M.B.A. from the Thunderbird Global School of Management.
Check out the incredible speaker line-up to see who will be joining Don.
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