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Tony Parkin

Charles Schwab

Speaker Bio

Tony Parkin is vice president of field consulting and education for Charles Schwab & Co. He leads the delivery of Schwab’s practice management consulting efforts which cover topics that span the entire life cycle of a firm, from inception to transition and beyond. Schwab’s consultants work with firms in areas such as business planning, strategy, establishing a practice, technology, and cybersecurity—helping advisors grow their businesses and enhance their operations. Mr. Parkin brings nearly 20 years of experience in working with Registered Investment Advisors and has a passion for working side by side with them on the issues impacting their firms. Previously, he led the strategic relationship management team at Schwab Advisor Services. Prior to joining Schwab, he worked at Asset Dedication LLC where he established business development frameworks and led marketing and branding strategies. Before that, Mr. Parkin developed and executed the go-to-market strategy for Bellatore LLC, a Turnkey Asset Management Provider. While there, he assisted advisors in implementing outsource solutions for their core operations and in adopting practice management strategies to help them grow and succeed in the marketplace. Mr. Parkin earned a bachelor’s degree in finance from San Diego State University and currently holds the Series 6, 7, and 24 registrations.

Speaker Sessions