Invest In Your Future

Date & Time:
Thursday, April 4, 2019 -
6 p.m. to 7:30 p.m.
Location:
Soda Activity Center: Moraga Room, 1928 Saint Mary's Road, Moraga, CA 94575
View a map and get directions.
Description: 

Executive Speaker - Chief Operating Officer for Charles Schwab

Discover the hidden opportunities in the financial sector.

Two executives deep inside the financial sector will enlighten us on the many career opportunities in the field. From Marketing professionals to social media influencers to product development, companies in this space are hiring innovative people to guide the future of finance.

Outsiders think financial analysts and number crunchers are the only jobs inside these big firms. Take a peek under the hood and learn what it takes to have a career in 'finance.'

Guest Speakers:

 

Executive Speaker Series - George Pereira George Pereira

Chief Operating Officer for Charles Schwab Investment Management, Inc. (CSIM)

Pereira is responsible for the administration, accounting, custody, treasury, performance reporting, and business technology organizations that support Schwab Funds®, Laudus Funds® and Schwab ETFs™.

Prior to his current role, Mr. Pereira spent five years leading the financial and regulatory reporting organizations for The Charles Schwab Corporation, its bank, and its broker-dealer. Previous to Schwab, Mr. Pereira was the CFO of Commerzbank Capital Markets, the U.S. broker-dealer subsidiary of Commerzbank (Germany) in New York City. In addition, Mr. Pereira spent 10 years at the New York Stock Exchange in the Member Firm Regulation Division as a Managing Director responsible for comprehensive regulatory oversight of approximately 100 broker-dealers.

Mr. Pereira earned a Master of Business Administration from St. John’s University and obtained his undergraduate degree in Economics from the State University of New York, Albany.

 

Russell Marin, Alum and Executive SpeakerRussell Martin

Portfolio Manager at City National Rochdale
SMC Alumnus, M.S. in Finance '08

Mr. Martin joined City National Rochdale in 2014. He works with each client’s advisor to develop a customized portfolio based on the client’s investment objective, time horizon, income needs, and risk tolerance. He is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.

He began his career as a real estate analyst with Charles Schwab Investment Management. He worked in a variety of roles at Schwab, including investment research, fund administration, portfolio management, and relationship management. Additionally, Mr. Martin spent time working for Shareholder Representative Services, assisting venture capital clients with private sale transactions.

Mr. Martin earned his BS in Finance from California Polytechnic State University, San Luis Obispo, as well as his MS in Financial Analysis & Investment Management from St. Mary’s College, where he graduated as Valedictorian. He holds the Chartered Financial Analyst® designation and is a Certified Financial Planner (CFP®).

Mr. Martin is the proud father of four children and during his off-time can often be found coaching a variety of youth sports. He is also a competitive golfer, participating in amateur tournaments hosted by the Northern California Golf Association.