Charles Schwab’s Chief Digital Officer Neesha Hathi leads the Digital Services organization, serving individual investors and registered independent advisors, representing $3T+ in client assets and 11M+ accounts. She is responsible for defining and developing the strategy, offers, and experiences to drive growth and loyalty of clients through digital platforms, digital advice solutions, and business innovation.
Since joining Schwab, Hathi has held a range of leadership roles across the organization. She was the Executive Vice President of platforms and client experience for Investor Services, led Advisor Technology Solutions, delivering digital platforms and solutions to RIA advisor clients, served as the COO of Schwab Performance Technologies®, and also led a range of strategy and client experience teams.
Hathi has received numerous recognitions for her leadership and advocacy. In 2016, she received the Industry Leader Award by the Professional Business Women of California and was also recognized by InvestmentNews as one of the 20 most powerful people in the industry. In 2012, the UN Convention on the Elimination of Discrimination against Women honored Hathi with the Women’s Human Rights Award for Leadership.
Hathi previously served on the Board of Governors of the Boys & Girls Clubs of San Francisco and on the board of the International Museum of Women.