Neesha was recently promoted to EVP of Investor Services at Charles Schwab & Co., Inc. where she will lead product and service innovations designed to help clients meet their financial goals. She has an eleven year track record at Schwab of personal and professional growth including groundbreaking platform developments for Independent Registered Investment Advisors.
Neesha is a passionate advocate for equity in the workplace. She designed and launched the RIA Talent Advantage program. Talent Advantage seeks to encourage women to join financial services firms and to empower women investors. She received the United Nation’s Convention on Elimination of Discrimination Against Women Human Rights Award for Leadership. Neesha serves on the board of the Boys & Girls Clubs of San Francisco and volunteers at her three young sons’ schools.