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Greg Laurence

Charles Schwab Investment Management


Speaker Bio

Greg Laurence, Managing Director of RIA Sales, is responsible for the team supporting the sales and distribution of Charles Schwab Investment Management (CSIM) strategies for Schwab and Laudus Mutual Funds, Schwab Exchange Traded Funds (ETFs) and Schwab Bank Collective Trust Funds (CTFs) to registered investment advisors.



Before joining Intermediary Sales Group at Schwab in 2009 as Regional Director and Vice President of the Midwest territory assisting in the development of new mutual funds, ETFs and CTFs to registered investment advisors and bank trust channels, Mr. Laurence was Vice President of Client Service and Marketing at Oberweis Asset Management. There he worked with both institutional and intermediary retail clients. He also spent a year at Wilshire Associates as Vice President in the Analytics Division. Prior to that, he spent almost six years with Deutsche Asset Management (Scudder Investments) in a number of positions in mutual fund distribution, most recently as Vice President of Product Management for Scudder's Value Equity products.



Mr. Laurence earned a Bachelor of Arts in Political Science from the University of Iowa in Iowa City, Iowa, and a Master of Business Administration from the University of Wisconsin MBA Consortium. He completed the Certificate Program in Financial Planning at DePaul University in Chicago and is a Certified Financial Planner™ practitioner. He completed the Investment Management Education Program at University of Chicago Booth School of Business and is a Certified Investment Management Analyst® (CIMA). He also earned the Accredited Investment Fiduciary® (AIF) and Chartered Mutual Funds Counselor (CMFC) designations. He holds Series 6, 7, 24, 63 and 65 licenses.

Speaker Sessions