Neesha Hathi leads the Digital Services organization that serves over $3 trillion in client assets and over 12 million accounts through the Investor Services and Advisor Services lines of business. In her role, Hathi is responsible for defining and developing strategy, offers, and experiences to drive the growth and loyalty of existing and prospective clients. Hathi oversees the digital platforms that support retail and registered independent advisor (RIA) clients; digital advice solutions, including Schwab Intelligent Portfolios® and Schwab Intelligent Advisory™; Schwab's data office; and business innovation.
Since joining Schwab, Hathi has held a range of leadership roles across the organization. She was the executive vice president of platforms and client experience for Investor Services; led Advisor Technology Solutions, delivering digital platforms and solutions to RIA advisor clients; served as the chief operating officer of Schwab Performance Technologies®; and also led a range of strategy and client experience teams.
Prior to joining Schwab in 2004, Hathi held leadership roles in strategy, marketing, and finance for various startups, including Enuvis, a developer of GPS technology for wireless devices, and Kibu, a teen media company. She began her career in the investment banking industry, supporting the execution of initial and secondary public offerings and merger and acquisition transactions at PricewaterhouseCoopers and EVEREN Securities.
Hathi has been awarded numerous recognitions for her leadership and advocacy. In 2016, she received the Industry Leader Award from the Professional Business Women of California and was named one of the most influential people in the industry by Investment Advisor magazine. She has also been recognized by InvestmentNews as one of the 20 most powerful people in the industry.
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