John Mitchell Wurzer

Led our business development within our strategic relationship with Charles Schwab Investor Services.

Cultivated relationships within Schwab Wealth Advisory and Private Wealth channels. Developed impactful events and timely education to Schwab Wealth Advisors.

Oversaw initiatives over the past three years to build loyalty and brand reputation within these channels. Worked closely with Schwab advice centers, field sales, SCFR and home office teams.

Worked closely across cross-functional teams in marketing, investments and events. Led many unique and impactful events and meetings within Schwab Wealth Advisory.

An active member of the T. Rowe Price practice management advisory committee.

Promoted to Vice President, T. Rowe Price Group.

Led our relationship with Charles Schwab, responsible for all distribution channels and investment analysts teams.

Oversaw our cross-functional teams, engaging at multiple levels with our client. Including senior management, investments, and field sales.

Generated very strong growth of our assets with significant investment placements across advisory programs and the donor advised fund.

Overall, led to ranking first in net new investments by third party asset managers in 2019.

Led our National Account relationship for American Century with Charles Schwab and other top relationships.

Led the development and execution of our 529 relationship with Schwab and the private label, Schwab 529 program.

Oversaw our RIA strategy team and go to market planning.

Managed an internal team of associates supporting our National Account relationships while managing my own accounts.

Worked in a national sales capacity with RIA firms. Responsible for prospecting, meetings and relationships with our largest RIAs.

Led our efforts to customize our offerings to RIAs, including share class focus, conferences and marketing content and support.