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June 30th | So Cal Chapters Joint Webinar - Schwab Stock Plan 2019 Participant Study Results | Register Now using link below

June 30, 2020

11:00 AM Pacific


Event Contact

Jeff Peak, SFV Chapter President
800 665 6085
losangeles@naspp.com
 
Participants want more equity compensation education. That's one of several key findings from Schwab's 2019 survey. https://event.on24.com/wcc/r/2425149/449FA8E0F4AD1EDE6617DB1D735078F1

Speaker Information

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.

Event Details

A vast majority of participants are looking to their employers to provide more education when it comes to understanding their equity compensation.  That's a sneak preview of one of several key findings from Schwab's latest nationwide survey. 

For the rest of the findings, please join us for this informative virtual meeting presented by Schwab Stock Plan Services to the Los Angeles and San Fernando Valley chapters of the NASPP.

Fee Structure

No fee to attend chapter webcasts.

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