Project Description

Charles Schwab & Co. held a financial investment workshop at the Four Seasons Hotel in East Palo Alto on November 6, 2011 with over 230+ attendees. Many media also came to the event and interviewed 20 investment professionals on Schwab’s latest products and investment services, including the latest iPhone and Android mobile phone app that lets investors learn how to access their account information. This allows the investors to deal with their investment matters at any time and provides a comprehensive trading platform for active investors.The investment professional speakers of the workshop were from bay area branches and San Francisco’s main branch, which includes Mr. Tom Schwab (Director of Marketing), Mr. Brad Sorenson (Director of Market Analysis), Ms. Jackie Wen (Vice President and Financial Advisor), Mr. Mark Eidem (Marketing Manager of Active Investor) and Mr. Henry Zhang (Portfolio Manager of Matthews International Capital Management).In addition to the speakers’ intuitive discussion, there was also a small raffle drawing with 6 lucky winners. Aside from the raffle, Schwab had also introduced their Android smartphone promotion. Customer just had to simply deposit $75,000 of eligible deposit to a new or existing brokerage account to received a free Android phone with the latest Schwab app installed to the phone. No contract needed. Overall, the workshop not only created a great response in the Chinese community and it also allows investors also know more about the different investment options.