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Nikolee Turner

Charles Schwab & Co., Inc.

Speaker Bio

Nikolee Turner is a managing director of business consulting for Charles Schwab & Co., Inc. Ms. Turner is responsible for managing Schwab's business consulting team that provides hands-on guidance and consulting support to assist investment advisors across the country in realizing their aspirations around growth, efficiency, and profitability. Through one-on-one consulting engagements, the business consultants help advisors create strategic business plans, implement growth strategies, increase productivity, and plan for transition. Ms. Turner has been coaching, consulting, and training leaders for nearly 15 years and brings more than 20 years of leadership experience in talent management, driving operational efficiencies, and new product development. Prior to joining Schwab, Ms. Turner was vice president of training and consulting at Kolbe Corp where she worked with companies helping them solve business challenges, increase growth and profitability, and maximize human capital. Additionally she trained and oversaw more than 500 consultants worldwide. Ms. Turner has worked with financial services professionals, CPAs, and attorneys globally and is a speaker on business management topics at conferences and seminars. She earned a bachelor’s degree in psychology from St. Cloud State University, a master’s degree in education from Northern Arizona University, and a master’s degree in business administration from Arizona State University.

Speaker Sessions