Ask Us Anything: Cybersecurity with Technology Experts from Charles Schwab & Co.

Episode 3 of Family Investment Center’s Ask Us Anything includes experts from Charles Schwab answering all your cybersecurity questions.



In this free, live episode of Ask Us Anything, Dan, Richard and Senior Technology Consultants from Charles Schwab & Co., Inc. will be answering your cybersecurity questions including…

  • How to better protect your email against cyber threats
  • What best practices there are when it comes to thinking about password protection
  • Why verbally confirming money movement and fund distribution is so important
  • How Schwab responds when a client account is compromised with fraudulent activity

About our Panelists

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 20 years and in his current role at Charles Schwab since 2007.

The event is finished.


Dec 15 2021


1:00 pm - 2:00 pm

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