May 13, 2014
Natalie Wolfsen is leaving New York to reunite with Charles Goldman out West
The ex-Schwab, ex-Pershing product exec assumes Myra Rothfeld's duties and then some
Person
Myra Rothfeld
5 articles
Articles tagged "Myra Rothfeld"
Jan 13, 2014
Gurinder Ahluwalia to step out, Charles Goldman steps in, as AssetMark CEO
Myra Rothfeld also departs as Goldman sets his sights on software, service revamp
Oct 7, 2013
Charles Goldman becomes board chairman for Genworth Financial Wealth Management after playing a mastermind role in its purchase by private-equity buyers
The Advizent co-founder and former Fidelity and Schwab RIA chief sees potential to jumpstart the $20-billion TAMP after its two-year slump
Sep 8, 2011
Genworth Financial snags Myra Rothfeld from Citibank
The TAMP is making the former Schwab and Citi executive its head of marketing
Oct 30, 2009
McWhinney gains aid of Myra Rothfeld
Citi continues to draw on former Schwab talent
— There are no additional results —