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Articles tagged "Trish Cox"


Publish date

Jim McCool handed over some of his duties to Bernie Clark to sharpen focus

Jim McCool makes Bernie Clark the head of Schwab Advisor Services

Move brings Clark up a notch from sales and unifies a bifurcated structure

February 2, 2010 at 6:12 PM

Jim McCool: This isn't about me

Schwab deploys $1 billion annually on behalf of RIAs

McCool offers few specifics and emphasizes silver lining for RIAs

September 15, 2009 at 5:35 AM

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