Heidi Dresbach

Strategic business consultant and relationship leader with 30+ years of experience supporting financial advisors across channels—from banks to RIAs to independent practices.

Role
Director, Wealth Management Coaching and Consulting at Charles Schwab
Location
Cleveland, OH, US
LinkedIn followers
500 followers

Experience

  1. Director, Wealth Management Coaching and Consulting

    Charles Schwab

    Mar 2026 — Present · Cleveland, OH, US

Education

  • University of Dayton

    Bachelors of Science, Finance/Economics

    1988 — 1992

  • University of Illinois Urbana-Champaign

    Understanding Financial Statements

  • West Virginia University

    Forensic Accounting and Fraud Examination

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Heidi Dresbach — Director, Wealth Management Coaching and Consulting at Charles Schwab in Cleveland, OH, US | Unifers