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Hank Rosenblum

Charles Schwab & Co.


Speaker Bio

As managing director of Retirement Business Services (RBS) Client Experience, Hank Rosenblum oversees the product development and management of services to retirement plan advisors, recordkeepers and plan sponsors through Charles Schwab and Co. and Charles Schwab Bank’s Trust and Custody Division. 



Mr. Rosenblum’s focus is on innovating by developing investment products and services both internally and through integrations with third-party technology providers that meet the needs of this evolving industry, building upon RBS’s legacy of leading the industry offering an open-architecture investment platform, fee transparency and access to self-directed brokerage account windows.



Mr. Rosenblum has been with Schwab since 1998, beginning his financial services career on the front lines of trust operations by processing trades and reconciling accounts. He went on to manage an operations group, and then lead product development and business strategy for RBS for several years before taking on his current role.



Mr. Rosenblum earned his bachelor’s degree in journalism at the University of Colorado in Boulder.  

Speaker Sessions