David Pottruck, Former CEO Charles Schwab
David Pottruck is the former CEO and President of Charles Schwab. David joined The Charles Schwab Corporation in 1984 as served as Executive Vice President of Marketing and led its innovative direct response advertising campaigns. He became Schwab’s President in 1992, co-CEO with Chuck Schwab in 1998, and CEO in 2002. David is currently the Co-Chairman of HighTower Advisors, a wealth management firm that he helped launch in 2008. He is also the Chairman of Red Eagle Ventures, an investment firm in San Francisco focused on privately held companies. He serves on the Board of Directors of Intel Corporation and, in addition, he is on the Board of Directors of several early-stage companies, including CorpU, a 21st-century corporate leadership development organization, where he is chairman.
Summary Notes on Advisors
Notable differences in company size and advice for transitioning
Best practices for reviews/feedback with Four Core Ideas
How to distribute leads and what metrics to follow to hit your numbers