Cybersecurity Essentials: Protecting Your Digital World

Page Adlington is a senior manager for Charles Schwab & Co., Inc. As a member of Schwab’s technology consulting team, Ms. Adlington provides hands-on guidance and consulting support to help investment advisors realize their aspirations for independence, growth, efficiency, and profitability. Through interactive workshops as well as one-on-one consulting engagements and speaking events, Ms. Adlington helps RIAs in various areas, including developing and refining technology and operations strategy, implementing strong practice management best practices, client journey mapping, cybersecurity policies, and enhancing their end-client experience through enhanced workflow and technology integration.