Kartik SrinivasanKartik Srinivasan
Technology professional with expertise in financial advisor technology.
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Kartik Srinivasan, Technology professional with expertise in financial advisor technology.
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Kartik Srinivasan

Technology professional with expertise in financial advisor technology.

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Kartik Srinivasan is the Managing Director of Advisor Technology Solutions at Charles Schwab, and also the Director of Strategic Partnerships and Product Integrations at Morningstar. He has over 12 years of experience with significant expertise in product management, business development, strategic partnerships, product and technology strategy, as well as financial modeling.
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