Schwab Live (Day of event 1)
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Meet our trading specialists
Managing Director of Trading and Derivatives
Randy, a respected industry veteran with more than 25 years of experience, writes blogs and educational articles for Schwab’s website and client newsletters. He is one of the early architects of Schwab’s options trading platforms and analytics
tools. What he enjoys most about his job is the overlap between his personal passion for trading and the markets, and the research, analysis, education, and PR that his role at Schwab requires.
View recent market commentary from Randy >
Trading Solutions Regional Manager for Northern California
Lou joined Schwab in 1998. His primary responsibility is to educate traders about the tools and services that Schwab provides. He conducts local seminars on educational topics, including risk management, technical analysis, profit taking strategies, options trading, and trading software. He’s passionate about helping traders find the solutions they need to move their trading skills forward.
Senior Specialist, Trading Services Education
With over 19 years at Schwab and a combined 14+ years working with traders, his drive is to help clients improve their success with the market. He believes the most gratifying part of his job is showing people how to filter through the noise of the market to better understand how their own emotions can affect their trading success.
Market Manager, Chartered Market Technician
Lee Bohl is a Trading Services Manager with over 30 years of investment experience and is a Chartered Market Technician. He leads a weekly Schwab webinar called Charting the Markets where he provides market analysis and answers trading questions in real time.
Senior Vice President, Chief Fixed Income Strategist
Kathy Jones is responsible for interest rate and currency analysis, as well as Fixed Income education for investors at Schwab. Jones has covered global bond, foreign currency, and commodity markets extensively throughout her career as an investment analyst and strategist, working with both institutional and retail clients.
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Charles Schwab & Co., Inc. ("Schwab") (Member SIPC) and optionsXpress, Inc. ("optionsXpress") (Member SIPC) are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.
Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Covered calls provide downside protection only to the extent of the premium received and limit upside potential to the strike price plus premium received. With long options, investors may lose 100% of funds invested. Multiple-leg options strategies will involve multiple commissions. Please read the Options Disclosure Document titled Characteristics and Risks of Standardized Options.