Project Description

Charles Schwab & Co. held a financial workshop in San Gabriel with over 200+ 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 different branches such as, Acadia and Rowland Height branch and San Francisco’s main branch, which includes Mr. Tom Schwab (Director of Marketing), Mr. Franklin Hsu (Acadia Branch Commissioner), Ms. Xu Xuewen (Charles Schwab’s Investment Portfolio Manager) and Michael Chow (Vice president and Branch Manager of the Acadia and Rowland Height Branch).In addition to the speakers’ insightful forum, Schwab had 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. The event was held on June 28, 2011 at Hilton San Gabriel Ballroom in San Gabriel, California.