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Author: Kevin Zwick

Kevin Zwick

Kevin has over a decade of experience in leading brokerage and wealth management complex sales teams. In his recent role as Head of Sales for Charles Schwab’s clearing solution, he led a team to grow assets by 300%. Concurrently, Kevin helped the digital advice sales team penetrate off-platform digital advice channels through the BD, Bank, Trust, and distribution markets.

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Breaking Tech-Adoption Paralysis: A Recap of the 2018 IPA Ops Tech Innovation Forum

There appears to be a tangible shift in our industry, as discussed in many of the industry conferences this year, toward adopting ...
Kevin Zwick August 15, 2018 0
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