Last Update

2016-05-09T00:00:00.000Z

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Wrong Naureen Hassan?

Ms. Naureen Hassan

Executive Vice President and Head

The Charles Schwab Corporation

HQ Phone: (415) 667-7000

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The Charles Schwab Corporation

211 Main Street

San Francisco, California 94105

United States

Company Description

The Charles Schwab Corporation (NYSE:SCHW) is a leading provider of financial services, with more than 330 offices and 10.0 million active brokerage accounts, 1.6 million corporate retirement plan participants, 1.1 million banking accounts, and $2.71 tril ... more

Find other employees at this company (14,649)

Background Information

Employment History

Chief Digital Officer

Morgan Stanley & Co.

Affiliations

Board Member
Women's Initiative

Member
IWF Northern California

Board of Trustees Member
Chicago School Reform

Board Member
Hult International Business School

Board Member
International Museum of Women

Education

BA

Princeton University

Master's of Business Administration

Stanford University Graduate School

Master's of Business Administration

Stanford University Graduate School of Business

Web References (76 Total References)


SalesForce - FPPad

fppad.com [cached]

Naureen Hassan, senior vice president, Client Experience, shares the latest on Schwab's technology offerings at IMPACT 2013.

Naureen Hassan, senior vice president, Client Experience, shares the latest on Schwab's technology offerings at IMPACT 2013.
Naureen Hassan, SVP of Client Experience revealed that in an average quarter, Schwab manually verifies over 240,000 signatures across a variety of forms. Clearly Schwab recognizes the ability to increase operational efficiency here with the adoption of electronic signature support.
Hassan announced two pending initiatives. First, wire requests will be "completely reinvented," as advisors can initiate wire requests via Schwab Advisor Center. Upon submission, clients will actually receive alerts on their mobile phone, and then they can log in to a Schwab app and approve the wire request on the spot.
This overhauled wire request process is aimed to combat fraud and theft in the industry due to a significant rise in client spoofing (see: Client spoofing strikes again, RIA loses $290,000 of client funds)
Second, Hassan announced that DocuSign is currently in a pilot program and will soon be completely integrated in the Schwab Alliance system.


Mobile - FPPad

fppad.com [cached]

Naureen Hassan, senior vice president, Client Experience, shares the latest on Schwab's technology offerings at IMPACT 2013.

Naureen Hassan, senior vice president, Client Experience, shares the latest on Schwab's technology offerings at IMPACT 2013.
Naureen Hassan, SVP of Client Experience revealed that in an average quarter, Schwab manually verifies over 240,000 signatures across a variety of forms. Clearly Schwab recognizes the ability to increase operational efficiency here with the adoption of electronic signature support.
Hassan announced two pending initiatives. First, wire requests will be "completely reinvented," as advisors can initiate wire requests via Schwab Advisor Center. Upon submission, clients will actually receive alerts on their mobile phone, and then they can log in to a Schwab app and approve the wire request on the spot.
This overhauled wire request process is aimed to combat fraud and theft in the industry due to a significant rise in client spoofing (see: Client spoofing strikes again, RIA loses $290,000 of client funds)
Second, Hassan announced that DocuSign is currently in a pilot program and will soon be completely integrated in the Schwab Alliance system.


Naureen Hassan, senior vice ...

fppad.com [cached]

Naureen Hassan, senior vice president, Client Experience, shares the latest on Schwab's technology offerings at IMPACT 2013.

Naureen Hassan, senior vice president, Client Experience, shares the latest on Schwab's technology offerings at IMPACT 2013.
Naureen Hassan, SVP of Client Experience revealed that in an average quarter, Schwab manually verifies over 240,000 signatures across a variety of forms. Clearly Schwab recognizes the ability to increase operational efficiency here with the adoption of electronic signature support.
Hassan announced two pending initiatives. First, wire requests will be "completely reinvented," as advisors can initiate wire requests via Schwab Advisor Center. Upon submission, clients will actually receive alerts on their mobile phone, and then they can log in to a Schwab app and approve the wire request on the spot.
This overhauled wire request process is aimed to combat fraud and theft in the industry due to a significant rise in client spoofing (see: Client spoofing strikes again, RIA loses $290,000 of client funds)
Second, Hassan announced that DocuSign is currently in a pilot program and will soon be completely integrated in the Schwab Alliance system.


Naureen Hassan, senior vice ...

fppad.com [cached]

Naureen Hassan, senior vice president, Client Experience, shares the latest on Schwab's technology offerings at IMPACT 2013.

Naureen Hassan, senior vice president, Client Experience, shares the latest on Schwab's technology offerings at IMPACT 2013.
Naureen Hassan, SVP of Client Experience revealed that in an average quarter, Schwab manually verifies over 240,000 signatures across a variety of forms. Clearly Schwab recognizes the ability to increase operational efficiency here with the adoption of electronic signature support.
Hassan announced two pending initiatives. First, wire requests will be "completely reinvented," as advisors can initiate wire requests via Schwab Advisor Center. Upon submission, clients will actually receive alerts on their mobile phone, and then they can log in to a Schwab app and approve the wire request on the spot.
This overhauled wire request process is aimed to combat fraud and theft in the industry due to a significant rise in client spoofing (see: Client spoofing strikes again, RIA loses $290,000 of client funds)
Second, Hassan announced that DocuSign is currently in a pilot program and will soon be completely integrated in the Schwab Alliance system.


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
...
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.
...
Hassan was executive vice president for strategy and platforms in the Investor Services business run by Kallsen.
...
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.

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