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RIA Edge West

Final chance to buy your pass!

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October 7-9, 2024
Ritz-Carlton | Marina del Rey, CA

Leslie Tabor
Director at Schwab Advisor Services Business Consulting & Education
Speaker

Profile

Leslie Y. Tabor is director of Business Consulting & Education for Schwab Advisor Services. She oversees the strategic direction of talent management programs designed to help independent registered advisors evolve and grow their firms.

Since joining Schwab in 1999, Leslie has held leadership roles in operations, risk management, and business consulting and education. She is passionate about advancing diversity, equity, and inclusion in the financial services industry; she mentors young professionals and works with the Professional Business Women of California, Financial Women of San Francisco, and sits on the Diversity Advisory Group and WIN Council for the CFP Board Center for Financial Planning.

Leslie earned her Bachelor of Science in accounting from the University of Phoenix. She has been recognized as one of the Top 100 Filipina Women in 2015 by the Filipina Women’s Network, received the 2016 Industry Leader Award by the Professional Business Women of California, the 2019 “See It, Be It” Role Model Award by InvestmentNews, and the 2021 “Diversity and Inclusion Luminaries Award by ThinkAdvisor.

Agenda Sessions

  • Female Advisor Breakfast (FAB) for Women Leaders in Wealth Management

    8:00am