2018 Schwab Chairman's Club
Description:
Developed, launched, and maintained the Schwab Chairman's Club Award portal from 2008 to 2018. Migrated the platform from TeamSite to SharePoint, using XML and XSL to automate CSS overrides. The portal provided detailed award information and announcements, serving as a crucial internal engagement and recognition resource.
The Schwab Chairman's Club recognizes top-performing financial advisors and RIA firms for outstanding business performance, client growth, and service excellence. Members enjoy exclusive benefits, including access to private events, dedicated Schwab support, and public recognition as leaders in the industry. This prestigious program highlights a commitment to client care and achieving exceptional results in wealth management.
The Schwab Chairman's Club recognizes top-performing financial advisors and RIA firms for outstanding business performance, client growth, and service excellence. Members enjoy exclusive benefits, including access to private events, dedicated Schwab support, and public recognition as leaders in the industry. This prestigious program highlights a commitment to client care and achieving exceptional results in wealth management.
Date:
21.01.2025
Hits:
75
