Neesha Hathi – Biography

Neesha was Director, Marketing at Enuvis, and Finance Director at Kibu. Neesha Hathi joined Charles Schwab in 2004. Neesha served as Senior Vice President, Advisor Services and Executive Vice President, Investor Services Platforms, Strategy and Client Experience for Charles Schwab.

Neesha Hathi is currently

• Managing Director, Head of Wealth & Advice Solutions (becomes Managing Director, Head of Wealth Advisory and Banking Services on Jul 1 2026) at Charles Schwab - View - Charles Schwab org chart

• Independent Director at The Cigna Group - View - The Cigna Group org chart

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Neesha Hathi has a Bachelor of Business Administration in International Business and Finance from University of Michigan in 1995 and a Master of Business Administration in Entrepreneurship from University of California, Los Angeles - Anderson School of Management in 2000.

They have also studied at University of Michigan :

• Hari Gopalkrishnan - Bank of America

• Linda Bammann - JPMorgan Chase

• Greg Joswiak - Apple

Find more alumni from University of Michigan

They have also studied at University of California, Los Angeles - Anderson School of Management :

• Mike Hopkins - Amazon
• Elizabeth Jackson-Rietz - Apple
• Matt Poirier - Morgan Stanley

Find more alumni from University of California, Los Angeles - Anderson School of Management

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