Chris Martin, Partner and Senior Wealth Manager, recently had the pleasure of hosting a live fireside chat with Senior Technology Consultants for Charles Schwab & Co., Inc, Erin Donham and Paul Ewing. They answered questions and discussed today’s cybersecurity environment, covering topics like email best practices, passwords, fraud, and the targeting of senior investors.

Erin Donham is a Senior Technology Consultant for Charles Schwab & Co., Inc. based in Newport Beach, CA. Erin consults with advisors and investment advisory firms to improve their business operations by providing guidance in the areas of process optimization, technology, and cybersecurity. Erin started out as a laser and optics engineer. Later, she migrated to finance where she was VP of Client Solutions for an independent registered investment advisor in Portland, OR. Erin earned a bachelor’s degree in physics and chemistry from Willamette University.

Paul Ewing is a Senior Technology Consultant for Charles Schwab & Co., Inc. based in Minneapolis, MN. As a member of Schwab’s technology consulting team, Paul provides hands-on guidance and consulting support to help investment advisors on a variety of industry topics including implementing strong cybersecurity practices. Paul has been in the financial services industry for more than 25 years and in his current role at Charles Schwab since 2007.

If you weren’t able to join us, the replay is available here: https://vimeo.com/835912020.