Erin Donham

Erin Donham is a Senior Technology Consultant for Charles Schwab & Co., Inc., based in Newport Beach, California.12 In her role, she provides guidance to advisors and investment advisory firms on improving their business operations, focusing on areas such as process optimization, technology, and cybersecurity.12

Erin's professional background is diverse and interesting:

1. She began her career as a laser and optics engineer.1
2. Later, she transitioned into finance, where she held the position of VP of Client Solutions for an independent registered investment advisor in Portland, Oregon.1

Her educational background includes:

• A bachelor's degree in physics and chemistry from Willamette University.1

In her current role at Charles Schwab, Erin is known for:

1. Consulting with advisors and investment advisory firms to enhance their business operations.12
2. Providing expert guidance on cybersecurity matters.34
3. Sharing valuable insights and actionable tips on cybersecurity through webinars and fireside chats.34

Erin is also recognized for her expertise in email security. She emphasizes the importance of treating every email as "guilty until proven innocent" due to the vulnerability of email addresses to hacking.5

Her work contributes significantly to helping financial advisors and firms navigate the complex landscape of technology and cybersecurity in the financial services industry.