Neesha Hathi

Non Executive / Other Non-Executive
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About

Neesha Hathi has served as Head of Wealth and Advice Solutions of The Charles Schwab Corporation (Charles Schwab), a financial services company, since 2022. Over the course of her 18-year career with Charles Schwab, Ms. Hathi has held positions of increasing responsibility. Notably, she was Chief Digital Officer from 2017 to 2022, during which time she was responsible for digital transformation, business innovation, and data and analytics. Prior to that role, she served as Executive Vice President of Investor Services Platforms, Strategy and Client Experience from 2016 to 2017, as Senior Vice President of Advisor Services and Chief Operating Officer of Schwab Performance Technologies from 2012 through 2016.

Ms. Hathi has been broadly recognized across the financial services industry for her digital expertise and transformative leadership, and she speaks frequently at industry events to provide thought leadership on digital transformation and related topics. In 2021, InvestmentNews named her among the top Icons & Innovators who have shaped and transformed the financial advice profession. Business Insider named her one of the 10 People Transforming Investing in 2020, and she was listed among the Top Women in WealthTech by Think Advisor in 2019.

Ms. Hathi serves on the Advisory Board of the Morrison Center for Marketing & Data Analytics at the University of California, Los Angeles, as well as The Charles Schwab Foundation.

 

Personal Details

Title: Ms
Surname: Hathi
DoB: 01/01/1974
Age: 52 years
M/F: Female
Nationality: American
Country of Birth: United States of America
Language: English
Qualification: MBA, BS
Industry:

 

Qualifications & Experience

 

Industry Experience +5yrs:
Industry Qualification +5yrs?:
Finance experience +5yrs?:
Finance Qualification +5yrs:
Legal experience +5yrs?:
Delinquent director?:
Other Experiences?:
Collapsed company director?:

 

Other directorships (state)

(only entities turnover at least $5m p/a)

 

Working history

 

Committee/s

CompanyCommitteeRoleAppointment DateResignation Date
CignaBoardMember01/01/2021
CignaAuditMember01/01/2021
CignaRemunerationMember01/01/2021

 

Independence Questions

Any family members working for the company?:
Are you doing business with the company?:
Do you hold shares in the company for more than 0.10%? (directly or by representation):
Is your Director annual fee more than 5% of your total income from all sources?:
Are you more than 10 years as a director?:
Are you an executive chairperson?:
InsidEntity has assumed that responses to the Independent Questions are NO as the company has not populated the information. The result will present the Director as Independent.
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