David Botset Email & Phone Number
Managing Director, Head of Strategy, Innovation and Stewardship @ Charles Schwab
5 free lookup(s).
David Botset Location
- Chicago, IL, US
David Botset Work
- 2025 - now Managing Director, Head of Strategy, Innovation and Stewardship @
- 2023 - 2025 Managing Director, Schwab Asset Management, Head of Innovation and Stewardship @
- 2021 - 2023 Managing Direct, Schwab Asset Management, Head of Equity Product Management and Innovation @
- 2019 - 2021 Senior Vice President, CSIM Head of Strategy and Product @
- 2018 - 2019 Vice President, CSIM Head of Strategy and Product Development @
- 2016 - 2018 Vice President, CSIM Strategy and Product Development @
- 2012 - 2016 Managing Director, CSIM Strategy and Product Development @
- 2007 - 2012 Senior Vice President @
- 1997 - 2007 Assistant Vice President @
David Botset Education
- The University of Chicago Booth School of Business
MBA (Finance, Accounting & Economics)
2002 - 2004 - Indiana University Bloomington
David Botset Skills
- Mutual Funds
- Exchange Traded Funds
- Closed-end Funds
- Unit Investment Trusts
- Training & Development
- Product Development
- Product Marketing
- Separately Managed Accounts
- Product Management
- Sales Presentations
- ETFs
- Media Interviews
- Product Strategy
- Investment Management
- Investments
- Asset Allocation
- Fixed Income
- Asset Management
- Financial Services
- Business Development
- Portfolio Management
- Equities
- Training and Development
- Marketing Strategy
- Strategy
- Closed End Funds
- Separately Managed
David Botset Summary
- David Botset, based in Chicago, IL, US, is currently a Managing Director, Head of Strategy, Innovation and Stewardship at Charles Schwab. David Botset brings experience from previous roles at Charles Schwab. David Botset holds a 2002 - 2004 MBA in Finance, Accounting & Economics @ The University of Chicago Booth School of Business. With a robust skill set that includes Mutual Funds, Exchange Traded Funds, Closed-end Funds, Unit Investment Trusts, Training & Development and more. David Botset has 2 emails and 2 mobile phone numbers on RocketReach.
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