Mr. Walter W. Bettinger II

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  eastbay.bizjournals.com/eastbay/stories/2008/07/21/dail - [Cached Version]
  Published on: 7/22/2008    Last Visited: 7/23/2008  

  Walter Bettinger is the new president and CEO at Charles Schwab Corp., replacing the company's founder, who keeps his job as executive chairman.
  
  Bettinger has worked 13 years at the San Francisco company (NASDAQ: SCHW).For nearly a year and a half he's been president and chief operating officer.When he became COO his salary was raised from $600,000 to $700,000.
  
  Before he worked at Schwab, Bettinger started retirement plan business the Hamilton Co.
  
  Chairman Charles Schwab started the business in 1971 as Charles Schwab & Co.He shared the top job at the corporation (created in 1986) with co-CEO David Pottruck from 1998 to 2003.In 2004 he became sole CEO.He turns 71 on July 29.

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  www.tiburonadvisors.com/08.02.22_%20Bettinger_Moglia_OL - [Cached Version]
  Published on: 10/10/2008    Last Visited: 9/29/2008  

  Along with seven other speakers (to be announced in future research releases), and Tiburon's managing principal Chip Roame, Tiburon is pleased to announce that two leading discount brokerage executives Walt Bettinger (President, The Charles Schwab Corporation) and Joe Moglia (CEO, TD Ameritrade, TD Bank Financial Group) will be sharing their views on the industry with attendees.
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  Walt Bettinger (President, The Charles Schwab Corporation)
  
  Walt Bettinger is President of The Charles Schwab Corporation and oversees the strategy, development, & delivery of a full range of brokerage, investment, & banking services to Schwab's primary business units, including Schwab Investor Services, Schwab Institutional, Schwab Corporate & Retirement Services, and Schwab Investor Development.He leads the company's domestic and international field branch network with primary offices in more than 300 locations and also has ultimate responsibility for client service centers in Orlando, Cleveland, Indianapolis, Denver, Phoenix, Austin, Reno, & San Francisco.He also has responsibility for support services, including all operations and technology capabilities within the firm, supporting 7.0 million client brokerage accounts, 5,000 independent financial advisors, and thousands of corporate retirement plans, representing $1.5 trillion in client assets.
  
  Prior to assuming his current role, Mr. Bettinger served as executive vice president of The Charles Schwab Corporation and president of Schwab Investor Services.In addition, he has held the roles of chief operating officer, Individual Investor enterprise; president, Schwab Corporate Services; president, Schwab Retirement Plan Services; and chairman, president, and CEO of The Charles Schwab Trust Company.
  
  Prior to joining The Charles Schwab Corporation, Mr. Bettinger founded The Hampton Company in 1983.In 1995, the Charles Schwab Corporation acquired Hampton, which had grown into one of the largest independent retirement plan service providers in the Midwest.Mr. Bettinger also serves on the board of directors & executive committee for the National Defined Contribution Council (NDCC), the Executive Advisory Board of the Ohio University College of Business, as Chairman of the Walter Bettinger II Charitable Foundation, and is a Member of the American Society of Pension Actuaries.
  
  Mr. Bettinger will address the dramatic evolution around the responsibility of making financial decisions transferring from large institutions to individuals and the implications for the industry.More specifically, what are the responsibilities within the industry to help individuals.Mr. Bettinger will be introduced by Chip Roame (Managing Principal, Tiburon Strategic Advisors).
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  Tiburon's Online Financial Services Industry research reports are useful background to the likely comments by Mr. Bettinger & Mr. Moglia.
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  In addition to Walt Bettinger and Joe Moglia, other guest speakers at Tiburon CEO Summit XIV will include Mike Byrum (President, Rydex Investments, Security Benefit Group), Joe Deitch (CEO, Commonwealth Financial Network), John Hailer (CEO, Natixis Global Advisors North America, Natixis, Banque Populaire Group & Caisse D'Epargne Group), John Murphy (CEO, Oppenheimer Funds, Mass Mutual Financial Group), Bob Pozen (Chairman, MFS Investment Management), Ron Ryan (CEO, Ryan ALM), & Michael Steinhardt (Chairman, Wisdom Tree Investments), and Tiburon's Managing Principal Chip Roame.

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  finance.yahoo.com/q/pr?s=SCHW - [Cached Version]
  Published on: 9/19/2007    Last Visited: 9/19/2007  

  Mr. Walter W. Bettinger II., 46Pres, Chief Operating Officer, Member of Exec. Committee, Member of Management Committee and Member of Policy Committee

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  www.aboutschwab.com/press/releases/press-release.cgi?re - [Cached Version]
  Published on: 6/14/2006    Last Visited: 10/31/2007  

  Schwab Investor Services President Walt Bettinger also announced additional initiatives aimed at enhancing service to clients with less than $250,000 in household assets at Schwab.
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  "Service is the number one reason clients say they stay with Schwab," Bettinger noted.

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  www.aboutschwab.com/press/releases/press-release.cgi?re - [Cached Version]
  Published on: 12/4/2001    Last Visited: 9/15/2007  

  "These results show that our SchwabPlan(R) offering is appreciated and valued by the plan sponsors and participants we serve," said Walt Bettinger, President of Schwab Retirement Plan Services.

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  www.sec.gov/Archives/edgar/data/1296479/0001296479-06-0 - [Cached Version]
  Published on: 10/30/2006    Last Visited: 11/2/2006  

  0001296479 Bettinger Walter W C/O THE CHARLES SCHWAB CORPORATION 120 KEARNY STREET SAN FRANCISCO CA 94108 0 1 0 0 EVP - Schwab Investor Services

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  www.aboutschwab.com/press/releases/press-release.cgi?re - [Cached Version]
  Published on: 5/21/2007    Last Visited: 10/31/2007  

  Currently in charge of strategy, planning and administration for the Schwab Investor Services enterprise, Brigeman assumes the role vacated when Walt Bettinger was appointed chief operating officer of the corporation in February of this year.
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  Both Brigeman and Goldman will report to Bettinger.
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  Brigeman joined Schwab Investor Services in June 2004 and has overseen a wide variety of strategic initiatives and worked closely in partnership with Bettinger in the turnaround of the retail business.

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  newrulesofinvesting.com/2008/07/23/schwab-no-longer-run - [Cached Version]
  Published on: 6/1/2008    Last Visited: 7/25/2008  

  What's interesting here is that new CEO Walter Bettinger II has been instrumental in refining Schwab's
  
  retail branch network and service centers.

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  www.sec.gov/Archives/edgar/data/1296479/0001296479-07-0 - [Cached Version]
  Published on: 2/20/2007    Last Visited: 3/22/2007  

  0001296479 Bettinger Walter W C/O THE CHARLES SCHWAB CORPORATION 120 KEARNY STREET SAN FRANCISCO CA 94108 0 1 0 0 President & COO

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  www.investmentnews.com/apps/pbcs.dll/article?AID=/20080 - [Cached Version]
  Published on: 4/28/2008    Last Visited: 4/28/2008  

  "If there is a secret, it is just the simplicity of the strategy that we have been talking about and continue to execute on," Walter W. Bettinger II, Schwab's chief operating officer, said in answering a question during an April 17 analyst conference.
  
  "If you do the right thing by clients in all cycles, they will reward you by choosing on their own to do more business with you," he added.

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