Juliana MacTaggart
Collaborating with consultants to put people first at Schwab Workplace Services.
- Role
- Director, Consultant Relations at Schwab Workplace Services
- Location
- Hartford, CT, US
- LinkedIn followers
- 500 followers
About Juliana MacTaggart
My goal is to foster collaborative relationships with consultants, providing them with…
Experience
Director, Consultant Relations
Apr 2022 — Present
Plan sponsors and their participants rely on consultants to make decisions for their plans, which is why my team at Schwab Workplace Services sticks by their side. We offer consultants the support they need to best serve their clients, so they can focus on the big picture. Our team has experience serving over 20 different industries and can help consultants work through complex challenges with our award-winning support.As consultant relations professionals at Schwab Retirement Plan Services, my team and I are passionate about helping consultants and offering them a wide range of insights and solutions. Together, we give each employer the flexibility they need to build a plan that’s right for their company and their employees. Because when employees have the right plan in place, easy-to-use tools, and personal support, they can work toward their goals with confidence.To learn more about how Schwab Workplace Services puts people first, feel free to contact me at j••••••••@schwab.com or 41••••••58, or reach out to me via InMail.
Education
University of Connecticut School of Business
Master of Business Administration (MBA)
2010 — 2013
University of Hartford
BS
2004 — 2008
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