BLOOMINGTON, MINN (January 19, 2023) Senior Integrated Wealth Advisor Callie Geist, CFP®, J.D., MBA has been invited to take part in the Schwab Executive Leadership Program, an exclusive, year-long program designed to prepare the next generation of leaders at registered investment advisory (RIA) firms.
Featuring a rich combination of in-person events, online learning, coaching, and peer interaction, the program incorporates curricula and instruction from the nation’s top graduate schools and accomplished industry professionals. At the conclusion of the cohort’s meetings, they’ll have engaged in a host of in-depth conversations on topics such as: leadership, innovation, talent management, marketing, entrepreneurship, and change management.
After receiving word of her invitation, Callie said, “I’m honored to be selected for the 2023 cohort of Schwab’s Executive Leadership Program. It’s a fantastic opportunity to deepen my knowledge of the RIA space, grow as a leader, and share with my peers how CCM is succeeding in navigating some of our shared challenges.”
Callie is the second CCM colleague to take part in Schwab’s Executive Leadership Program. Chief Investment Officer Adam Hoffmann, CFP®, AIF® took part in the 2015 cohort.
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