The Charles Schwab Corp. has announced multifaceted organizational changes, designed to "better match the way the company interacts with client segments and organizes and manages its products and services."
Under the personnel category, vice chairman and president of Individual Investor, John Philip Coghlan will leave the firm to pursue outside interests. William L. Atwell will head one of the newly structured organizations, Client Sales and Service. This entails elements formerly under the branch Investor Centers, Investor Service Centers, Investment Advice & Products, Global U.S. Dollars and performance, incentives and development.