Regional Director, Relationship Manager Hired

Laura Arnold and Torrey Castaneda were successful in finding a Regional Director, Relationship Manager for Charles Schwab Institutional Sales in Florida.

Schwab Institutional (SI) is dedicated to helping independent investment advisors grow, compete, and succeed. They serve more than 5,000 advisors across the country, helping them meet their core custody and trading needs, run their businesses more efficiently, and support the growth of their firms. At more than two times the size of their nearest direct competitor, SI is the leader in serving the Registered Investment Advisor industry – the fastest-growing segment of financial services.

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