Chief Operating Officer of HCR Wealth Advisors, Alyssa Phillips, has joined the Charles Schwab Technology, Operation and Services Board. As a Board member, Phillips will offer her insights throughout the year on emerging and hot-button topics concerning the intersection of finance and technology. This appointment adds to Phillips’ list of professional accolades in her career.
Read More: XP Inc. Acquires Riza M&A
Phillips will meet alongside other Technology, Operation and Service Board members twice a year, while maintaining digital contact monthly, to consider new advancements to Schwab Advisor Services’ technology. She can then bring her broad understanding of the latest technologies to HCR Wealth Advisors and their clients.
This isn’t the first time Phillips has served on an advisory board such as this. She was previously a member of the Client Experience Panel for TD Ameritrade. She used her membership on this technology-based board to expand HCR’s toolbox of technology solutions to benefit clients.
Read More: GlobalFintechSeries Interview with Rohit Arora, CEO at Biz2Credit
“I am honored by my board appointment and look forward to contributing to Schwab’s technology roadmap for the future. Fintech has grown at such a fast pace in recent years, so it’s very exciting to be at the forefront of innovations that our industry will develop to improve operations and, more importantly, the client experience.”
