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Bill Swerbenski CFA, Director, Asset Allocation and Portfolio Analysis, Schwab Center for Financial Research Swerbenski is responsible for supporting asset allocation research and portfolio analysis tools for Schwab brokers and clients. Prior to joining Schwab in 2002, he was vice president of operations at Champion Securities, LLC, a financial services firm specializing in index-linked structured derivative products. He earned an M.B.A. from the Leavey School of Business at Santa Clara University and has a bachelor's degree in business administration from the University of Colorado. Swerbenski is a Chartered Financial Analyst charterholder. (1206-8396) |