Since 2022, Neesha has led Schwab's Wealth and Advice Solutions enterprise, which offers industry-leading wealth management services to help meet the evolving needs of individual investor and registered independent advisor (RIA) clients. In July 2026, she will assume the expanded role of Managing Director, Head of Wealth Advisory, Banking, and Trust Services, where she will broaden her responsibilities beyond wealth management to include Schwab's banking and trust services.
Prior to her current role, Neesha served as Chief Digital Officer from 2017 to 2022, overseeing the digital platforms that support Schwab's clients as well as leading Schwab's innovation, data, and analytics teams. She previously held a range of senior leadership roles across Schwab's retail and institutional businesses over the course of her 20+ year career at Schwab.
Prior to joining Schwab, Neesha held leadership roles in strategy, marketing, and finance for various technology startups. She began her career in investment banking. Neesha earned a bachelor's degree in business administration from the University of Michigan and an MBA from UCLA. She holds her Series 7 and 24 licenses.
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