Ray Tumacder, CEP, is a Senior Relationship Manager for Charles Schwab Stock Plan Services working with leading global organizations. As a Relationship Manager, Ray is a strong advocate for his clients and helps companies develop strategic initiatives focusing on the overall participant experience. Prior to Schwab, he managed strategic accounts at E*TRADE Corporate Services and has been in Relationship Management for over 20 years. He has a passion for developing programs that directly affect the end user, whether that is streamlining the administration process, pushing for additional resources, or promoting the need for new platform functionality Ray is a trusted resource in the industry.
Jeff Peak, is Jeff Peak has more than 30 years of experience in the financial services industry and 18 years of stock and retirement plan industry experience. Jeff joined Schwab in 1987 and is responsible for stock plan business development. Jeff has held numerous business development positions in both Schwab Investor Services and Schwab Institutional Services. Jeff also worked at Scudder Investments and KeyCorp. He was responsible for corporate retirement and trust and new business development. Jeff is a member of the Global Equity Organization and currently serves as president of the San Fernando Valley NASPP chapter. Jeff holds FINRA Series 6, 7, 9/10, and 63 licenses. He is based in Los Angeles, California.