Chief Executive Officer
Select Resources International
Chief Executive Officer Select
Catherine joined SelectResources International (SRI) in 1997 following a 22-year career that included significant stints as both a client and an agency executive. Today the company is seen as the premier strategic search consulting firm in the country, having managed and completed over 600 reviews, searches and consulting projects involving over $40+ billion in media billings., Sixty-five of the 200 largest marketers in NA have been an SRI client. (AdAge 2021 Fact Book)
Catherine began her career in movie marketing. Later as CMO for Universal Studios’ Recreation Group, she laid the groundwork for the company’s successful expansion into the Florida market. Catherine’s agency experience spanned senior management roles at a number of agencies, DDB Worldwide, FCB Worldwide, and Ogilvy among them. Over her 20+ year tenure at SelectResources International she has worked for a range of clients in categories ranging from beauty, beverage, food/CPG, retail, restaurant, telecommunications, technology, travel and leisure, healthcare, financial services and automotive.
Catherine received her MBA from UCLA’s Anderson School of Management. She is an active member of the national advertising community and frequent speaker at various industry events. In 2002 she was selected by AdAge as one of its “20 Women to Watch”.
Managing Director, Chief Digital Officer
Managing Director, Chief Digital Officer
Neesha Hathi leads Charles Schwab’s Digital Services organization that serves $7.69 trillion in client assets and 33.4 million accounts across all lines of business.* In her role, Hathi is responsible for defining and developing strategy, offers, and experiences to drive the growth and loyalty of existing and prospective clients.
Hathi oversees the digital platforms that support retail and registered investment advisor (RIA) clients; retirement plan sponsors and participants and Schwab Bank clients; and digital advice solutions, including Schwab Intelligent Portfolios® and Schwab Intelligent Portfolios PremiumTM. She also leads Schwab's business innovation and digital accelerator initiatives, and oversees the firm’s data, analytics and insight teams, which work to leverage data and insights to deliver personalized experiences to help clients reach their goals.
Since joining Schwab in 2004, Hathi has held a range of leadership roles across the organization. She was the executive vice president of platforms and client experience for Investor Services; led Advisor Technology Solutions, delivering digital platforms and solutions to RIA advisor clients; served as the chief operating officer of Schwab Performance Technologies®; and also led a range of strategy and client experience teams.
Prior to joining Schwab, Hathi held leadership roles in strategy, marketing and finance for various startups, including Enuvis, a developer of GPS technology for wireless devices, and Kibu, a teen media company. She began her career in the investment banking industry.
Hathi has been awarded numerous recognitions for her leadership and advocacy. InvestmentNews named her among the 2021 top Icons & Innovators who have shaped and transformed the financial advice profession. Business Insider named her one of 10 People Transforming Investing in 2020. She was listed among Top Women in WealthTech by Think Advisor in 2019. She was also recognized by InvestmentNews in 2018 as one of the 20 most powerful people in the industry and as a Woman to Watch. In 2016, Hathi received the Industry Leader Award from the Professional Business Women of California. The United Nations Convention on the Elimination of Discrimination against Women honored Hathi with the Human Rights Award for Leadership in 2012.
Hathi is passionate about giving back and supporting the community and has served on several non-profit boards, including the American Heart Association Bay Area, Boys & Girls Clubs of San Francisco, and the International Museum of Women (now the Global Fund for Women). She currently serves on the advisory board for the University of California, Los Angeles Morrison Center for Marketing & Data Analytics.
Hathi earned a Bachelor of Business Administration from the University of Michigan and a Master of Business Administration from the Anderson School at the University of California, Los Angeles. She holds FINRA Series 7 and 24 registrations.
Wes Nichols is Partner of LA-based March Capital, in addition to being an active investor and board advisor to public and private company CEOs. Wes is an industry authority in predictive analytics, marketing, AI/machine learning, and digital transformation, with a robust global network of C-Suite executives of many of the world’s largest companies. Wes was the author of the Harvard Business Review cover story, Analytics 2.0, on next-generation analytics to drive more predictive decision-making, with a follow-up article underway currently.
A two-time entrepreneur, Wes has created high profile analytics software companies with a focus on enterprise SaaS. Most recently, Wes was co-founder and CEO of MarketShare. MarketShare’s analytics SaaS solutions are now the world’s largest software solution for C-Suite resource allocation, budget planning and revenue attribution. MarketShare was backed by FTV Capital, Elevation Partners and Silver Lake Partners. In a competitive process with many of the world’s largest software companies, the company was acquired by Neustar, the leading company in authenticated identity, where the MarketShare team took leadership roles throughout the company and Wes became Chief Strategy Officer. Neustar was acquired by Golden Gate Capital within a year of the MarketShare acquisition. Wes is currently a Board Director of Neustar.
Prior, he was the founder and CEO of Direct Partners, building from scratch one of the industry’s first data-driven analytics and CRM companies, which was acquired by Omnicom Group (NYSE: OMC), where he then became President and CEO of the digital business at TBWA, serving Sony, Pfizer, Apple, Nissan and others.
Wes is a Board Director and Chair of the Compensation Committee of TrueCar (NASDAQ: TRUE), Board Director of Neustar, AI semantics software Persado, Enterprise CDP company ActionIQ, data insights company Disqo, and healthcare AI company Suki. Wes also volunteers with non-profits like charter school organization Green Dot and the Los Angeles Police Department’s community programs. Wes is the 2016 winner of the EY Entrepreneur of the Year Award and was nominated as a Technology Pioneer by the World Economic Forum (WEF).
Wes graduated from Randolph-Macon College and The Johns Hopkins University, with degrees in Psychology and Business, respectively, and graduated from the President’s Program in Leadership (PPL) at the Harvard Business School.