The Charles Schwab Company (SCHW) Analyst/Investor Day Transcript

Firm Members

Jeff Edwards – MD & Head of Investor Relations
Richard Wurster – CEO, President & Director
Jon Beatty – MD & Head of Schwab Advisor Companies
Jonathan Craig – MD, Head of Investor Service & Head of Retail Investing
James Kostulias – MD & Head of Buying and selling Companies
Adele Taylor – Managing Director & Head of Office Companies
Stacy Hammond – MD & Chief Advertising Officer
Neesha Hathi – Managing Director & Head of Wealth & Recommendation Options
Andrew D’Anna – MD & Head of Schwab Funding Platforms, Options, and Technique
Dennis Howard – MD and Chief Expertise, Operations & Knowledge Officer
Michael Verdeschi – MD & Chief Monetary Officer

Convention Name Members

Alexander Blostein – Goldman Sachs Group, Inc., Analysis Division
Steven Chubak – Wolfe Analysis, LLC
Brennan Hawken – BMO Capital Markets Fairness Analysis
Benjamin Budish – Barclays Financial institution PLC, Analysis Division
David Smith – Truist Securities, Inc., Analysis Division
Devin Ryan – Residents JMP Securities, LLC, Analysis Division
Michael Cyprys – Morgan Stanley, Analysis Division
Charles John Bendit – Rothschild & Co Redburn, Analysis Division
Michael Brown – UBS Funding Financial institution, Analysis Division
Kenneth Worthington – JPMorgan Chase & Co, Analysis Division
Christopher Allen – Keefe, Bruyette, & Woods, Inc., Analysis Division
Steven Wharton
Ritwik Roy – Jefferies LLC, Analysis Division
Brian Bedell – Deutsche Financial institution AG, Analysis Division
Jacquelyne Cavanaugh – Putnam Funding Administration, LLC

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