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This profile was last updated on 2/1/16  and contains information from public web pages and contributions from the ZoomInfo community.

Ms. Naureen Hassan

Wrong Naureen Hassan?

Executive Vice President and Head

Phone: (415) ***-****  HQ Phone
The Charles Schwab Corporation
211 Main Street
San Francisco , California 94105
United States

Company Description: The Charles Schwab Corporation (CSC) is a financial holding company. Through its subsidiaries, the Company engages in securities brokerage, banking and related...   more
Background

Board Memberships and Affiliations

Education

  • BA
    Princeton University
  • Master's of Business Administration
    Stanford University Graduate School
  • Master's of Business Administration
    Stanford University Graduate School of Business
69 Total References
Web References
UPDATE: Hassan, the Brain ...
advisorhub.com [cached]
UPDATE: Hassan, the Brain Behind Schwab's Robo, to Join Morgan Stanley NEWS
UPDATE: Hassan, the Brain Behind Schwab's Robo, to Join Morgan Stanley
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Naureen Hassan, the executive most symbolic of Charles Schwab & Co.'s highly publicized robo-advisor, has resigned to take a position at Morgan Stanley.
naureen Hassan, an alumna of consulting firm McKinsey & Co., joined Schwab's strategy group in 2003 and is leaving with a bang. Less than a year after the discount brokerage pioneer launched its Intelligent Portfolios automated investment management tool for the general public and for its own registered investment adviser clients, the service has amassed more than $5 billion in assets, outpacing independent robo models in business for years.
"Naureen Hassan has decided to leave Schwab to pursue an opportunity with an outside investment firm, effective immediately," said a memo dated Monday, which was read to AdvisorHub by a Schwab employee.
The memo did not identify the firm and Hassan did not immediately respond to a message seeking comment, but an assistant confirmed that she had moved to Morgan Stanley although she had not yet started.
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Hassan was executive vice president for strategy and platforms in the Investor Services business run by Kallsen.
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Hassan has a high profile in the world of wealth management platform providers. After Schwab galloped out of the gate with plans for its "free" robo offering in early 2015, industry publication RIABiz wrote: "Naureen Hassan deserves an immediate raise for the work she must have done in creating Schwab Intelligent Portfolios out of so many bits and pieces of her corporation as to boggle the mind - and then explain it all to the SEC."
The product demanded a leader with not only strong technical and strategic skills, but also with political acumen. The do-it-yourself portfolio management structure had the potential to antagonize leaders of both Schwab's Investor Services division by disintermediating branch customers and of its RIAs who work with wealthy investors whose needs can't be met by branch employees.
The New York Times last Friday plastered a photo of Hassan over a personal finance article about the variations of robo-advisors available to investors. In the piece, she touted a new assessment tool that lets Schwab robo-users track their progress in meeting financial goals rather than pure investment performance.
Naureen Hassan is an ...
www.heraldtribune.com [cached]
Naureen Hassan is an executive vice president at Charles Schwab, which offers a robo-adviser it calls an Investment Portfolios service.
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"I think that really helps people keep calm," said Naureen Hassan, an executive vice president of Schwab.
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Naureen Hassan is an executive vice president at Charles Schwab, which offers a robo-adviser it calls an Investment Portfolios service. Like... Naureen Hassan is an executive vice president at Charles Schwab, which offers a robo-adviser it calls an Investment Portfolios service. Like...
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"I think that really helps people keep calm," said Naureen Hassan, an executive vice president of Schwab.For now, the tool is relatively one-dimensional: It enables investors to calculate how their portfolio is likely to grow in the future if they invest a lump sum or save a certain amount each month.
Morgan Stanley (NYSE: MS) ...
www.morganstanley.com [cached]
Morgan Stanley (NYSE: MS) today announced the appointment of Naureen Hassan as Chief Digital Officer for Wealth Management, a new position in which she will lead the strategy and marketing of digital tools and platforms serving the Firm's 16,000 financial advisors and 3.5 million clients.
"We are delighted to welcome Naureen to the Morgan Stanley team," said Jim Rosenthal, Chief Operating Officer.
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Ms. Hassan said, "I believe the winning approach will combine the wisdom and insight of a human financial advisor with sophisticated digital technology that can help drive performance and enable clients to access services when and how they want.
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Naureen Hassan served most recently as Executive Vice President, Investment Services Segments and Platforms at Charles Schwab & Co., Inc., where she led Schwab Intelligent Portfolios and oversaw client experience and web and mobile channels. She held a succession of executive positions, including chief operating officer of Charles Schwab Bank, since joining the company in 2003. She holds a B.A. degree from Princeton University and an M.B.A. from the Stanford University Graduate School of Business.
Keeping Swindlers Out of Your Bank and Brokerage Accounts | Wealth Management
thenallsgroupllc.com [cached]
Naureen Hassan, senior vice president of client experience at Charles Schwab, which is the largest custodian of independent advisers in the country, said the firm had seen a fivefold increase in email-related fraud over the last two years.
Naureen Hassan, senior vice ...
www.corporateresolutions.com [cached]
Naureen Hassan, senior vice president of client experience at Charles Schwab, which is the largest custodian of independent advisers in the country, said the firm had seen a fivefold increase in email-related fraud over the last two years.
...
Ms. Hassan said that Schwab was completely revamping how its advisers wired money for clients. The system currently asks them if they talked to their clients before allowing a wire transfer to go through.
The new policy will require clients to confirm any wire transfers from their accounts. If Schwab does not recognize a client’s computer or if it has an unusual Internet Protocol address, she said, the new system calls the client with a code to complete the transaction.
“We thought there would be a barrier to this, but advisers are looking for help,� Ms. Hassan said.
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