Schwab Investment Manager Gateway

IMGatewayAdmin@Schwab.com

Schwab Trade Activity Portal (STAP) & 22c2

STAPTeam@Schwab.com

DSA/DSP File Information and Delivery

MutualFundReportingTeam@Schwab.com

Schwab Asset Intelligence (SAI)

SAISupport@Schwab.com

Fund Add & Maintenance Portal (FAMP)

FAMPSupport@Schwab.com

Insights Publisher

MFMCommunications@Schwab.com

Schwab Managed Account Central

MoneyManagerRelations@Schwab.com

National Accounts Coverage Map

Mutual Funds

Mike Wood	Director - Relationship Manager	415-667-8033	Mike.Wood@Schwab.com
Bruce Bossio	Director - Relationship Manager	415-667-7239	Bruce.Bossio@Schwab.com
Erin Spivak	Director - Relationship Manager	415-667-8273	Erin.Spivak@Schwab.com
Wayne Chai	Director - Relationship Manager	415-667-7285	Wayne.Chai@Schwab.com
Jennifer Martin	Director - Relationship Manager	415-667-8205	Jennifer.Martin@Schwab.com

Managed Accounts

Laura Woods	Managing Director	415-667-8365	Laura.Woods@Schwab.com
Bob Samuels	Managing Director	415-667-7784	Bob.Samuels@Schwab.com
TJ Vogel	Senior Manager	602-977-8780	TJ.Vogel@Schwab.com
Dawn Frazier	Senior Specialist	602-977-8782	Dawn.Frazier@Schwab.com

Mutual Funds

Events & Education

Mark Rathbun Managing Director, Third Party Mutual Funds and ETFs, Product Management	(720) 418-4158	Mark.Rathbun@Schwab.com
Abigail Guezmir Senior Manager, Third Party Mutual Funds and ETFs, Product Management	(720) 418-2446	Abigail.Guezmir@Schwab.com

Pass Through & Regulatory Mailings

MFMCommunications@Schwab.com

Managed Accounts

Investor Services Angela Carter Managing Director, Product Management/Marketing	415-667-7034	Angela.Carter@Schwab.com
Advisor Services Jared Cornell Managing Director, Product Management/Marketing	212-403-9252	Jared.Cornell@Schwab.com

Mutual Funds aenean et suscipit nisi. Ut commodo mattis ligula, aliquet elementum dui rhoncus congue. Duis aliquam rhoncus odio ac eleifend. Duis sit amet justo libero, id pharetra odio. Nulla nec metus at tortor tincidunt egestas. Pellentesque et arcu ante. Vestibulum consequat blandit lectus sodales bibendum.

Managed Accounts