RISK OVERSIGHT

David Geller
David Geller, Senior Manager

David Geller is a Senior Manager, Operational Risk at Charles Schwab Investment Advisory, Inc. ("CSIA"). He began supporting the Windhaven and ThomasPartners Strategies in 2018 and is responsible for facilitating CSIA’s operational risk management program. Previously, David worked at Santander Bank, N.A. and MetLife, Inc. in compliance risk management.

David earned a B.B.A in Finance from the Isenberg School of Management at the University of Massachusetts, Amherst.

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