Melissa Howell, CEP | Senior Client Service Manager | Charles Schwab & Co., Inc.
Melissa Howell is a senior client service manager within Charles Schwab’s Stock Plan Services group. Ms. Howell joined Charles Schwab in 2011 and has over 15 years of experience within the financial services industry. Melissa has held operations, client service, compliance, team management, and relationship management roles during her financial services tenure. In her current role, Melissa provides strategic relationship oversight and supports the day to day interactions between Schwab and their corporate clients, ensuring all aspects of their stock plans are running smoothly. Melissa graduated from Kent State University with her BBA in Business Management in 2001 and earned her Certified Equity Professional designation from Santa Clara University in 2015.
Keith Morgan, CEP | Managing Director, Business Strategy | Charles Schwab & Co., Inc.
Keith Morgan is director of business strategy for Schwab Stock Plan Services. He is responsible for partnering with the leadership team to form business strategy, articulate results, support client analytic engagements and execute the department’s internal communication plan. The business strategy team partners closely with many stakeholders across the firm to help shape the Schwab stock plan offering to support clients and feed thought leadership initiatives while driving business growth.
Keith has over 20 years of experience in the financial services industry including 17 years with Schwab Stock Plan Services. During this time he has held leadership positions in product management, relationship management and conversion. His background includes both retirement plan and equity compensation plan administration, with experience in several other areas including client service, plan administration, project management, and customer service.
Keith earned a bachelor’s degree in Management from the University of New Haven. He holds a Certified Equity Professional (CEP) designation from the Certified Equity Professional Institute and is FINRA Series 7, 63 and 24 licensed.