Katie Green
- Role
- Vice President, Retirement Plan Sales at Charles Schwab
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Katie Green
I foster a relationship built on trust with plan administrators, showing them how our…
Experience
Vice President, Retirement Plan Sales
Jul 2021 — Present
Help retirement plan sponsors and consultants explore how the range of plan options available through Schwab Retirement Plan Services can help meet their needs. These include defined contribution, defined benefit, and nonqualified deferred compensation plans. We provide accessible and deep expertise to support consultants and clients’ plans, individualized services to help address employees’ diverse financial needs, and access to a broad range of solutions through The Charles Schwab Corporation (“Schwab”) to help consultants, plan sponsors, and employees work toward their goals.
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