Biography at a Glance
Eamon Twomey (MBA 2011) oversees all operations of the custody & asset services organization which includes tax reporting, cost basis, corporate actions, settlements and optionsXpress self-clearing operations. He joined the organization in April 2013.
Before his current role, Twomey was a vice president in both the institutional and retail organizations at Charles Schwab. As a leader in the Schwab Advisor Services organization, Twomey was part of Advisor Services leadership in Denver and led various segments and teams supporting advisor transition services, organizational readiness, and advisor custody & trading support within the organization. In the retail organization, he was responsible for leadership of client service & support, trade support group, derivatives, IPO/MF Load, advanced technical support and optionsXpress service and trading teams.
Prior to Schwab, Twomey was chief operating officer (COO) of The Hartford Broker Dealers where he had responsibility for defining operational processes and controls that support the requirements in the Wealth Management broker dealers and was a senior officer of Curian Capital, a registered investment advisory firm and a subsidiary of Jackson National Life, where he oversaw all of the operations of over 100,000 accounts and $10B in assets.
Twomey holds a bachelor’s degree in Finance from Marist College in New York and an Executive MBA degree from the University of Denver. He serves on the Daniels Executive Advisory Board at the University of Denver and co-chairs the Colorado Investment Services Coalition. He also holds FINRA licenses 3, 4, 7, 9, 10, 24, 53, 55, 63 and 99