Neesha leads Schwab’s Wealth & Advice Solutions enterprise, which offers industry-leading wealth, advice, and investment solutions, along with specialized wealth expertise, to meet the evolving needs of both retail and registered investment advisor (RIA) clients.
Prior to her current role, Neesha served as Chief Digital Officer, overseeing the digital platforms that support Schwab’s clients, as well as leading Schwab’s innovation and data, and analytics and insights teams. She previously held a range of senior leadership roles across Schwab’s retail and institutional businesses.
Prior to joining Schwab, Neesha held leadership roles in strategy, marketing, and finance for various startups, including Enuvis, a developer of GPS technology for wireless devices, and Kibu, a teen media company. She began her career in investment banking.
Neesha earned a bachelor’s degree in business administration from the University of Michigan and an MBA from UCLA. She holds her Series 7 and 24 licenses.
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