Barry Nicholson in

Barry Nicholson

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Business Development Officer at Charles Schwab
📍 Corona del Mar, California, United States

Barry Nicholson is a Business Development Officer at Schwab Advisor Services, specializing in guiding financial advisors through the transition to the Registered Investment Advisor (RIA) model. His extensive career includes senior roles at Pershing, TD Ameritrade, and JP Morgan. He holds a Bachelor of Science from the University of Oregon.

Outside of work, Barry is a proud father who incorporates his family into his professional life. He is also keen on leveraging technology to improve personal productivity, actively seeking recommendations on digital tools and their integration with platforms like Salesforce.

His young daughter created her own slogan for his work: "At Schwab, CUSTODY IS JUST THE BEGINNING! "

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Experience
26 Years
Current Role
Business Development Officer
Location
Corona del Mar, California, United States
Personality Overview

How Barry shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Barry cares about

Advisor Independence
He is passionate about helping financial advisors gain independence through the RIA model to drive their own business growth and achieve better client outcomes.
Productivity Tools
He is actively exploring digital notetaking devices like reMarkable and Supernote to enhance his productivity, particularly those that integrate with Salesforce and OneNote.
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Career

Work history

12-2011
Business Development Officer
Charles Schwab
11-2008 - 11-2011
Vice President
Pershing Advisor Solutions, an affiliate of BNY Mellon
5-2006 - 10-2008
Associate Director
Bear Stearns/JP Morgan, Global Clearing Services
1-2002 - 5-2006
Vice President, Sales
TD Ameritrade Institutional
7-1999 - 12-2001
Vice President
ePlanning Securities/ePlanning Advisors
In the press

Media appearances

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Education
Bachelor of Science
University of Oregon
Education details unavailable
The University of Kansas
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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