Jonathan Leonard is the Managing Director at Charles Schwab Investment Advisory, Inc. ("CSIA"), leading the marketing and communication teams. Jonathan focuses on client communications and promoting the value of CSIA products nationally.
Jonathan has been with Charles Schwab for over eight years and possesses 25 plus years of financial services experience. He has a proven ability to understand client’s needs and effective communicate Schwab’s value proposition.
Jonathan earned a B.S. in Finance at San Diego State University with a minor in social ethics.