Atlas

Relationship Intelligence Β· Action Manager
Commissions Targets

Charles Schwab

← Back to commissions← Previous2800 of 11862Next β†’
Tier:
Source:
β€”
Client Type:
Brand
Region:
Southwest
Specialties:
β€”
Status:
Not Contacted
C47 Content LabSidewalk Ghosts
Added 7/8/2026 Β· CSV Import Β· Updated 7/8/2026
Target Capture/Import Source:
View Target β†’
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Synopsis
1. Why is this a fit?
2. Best door
Courtney Horrigan β€” Sr Art Director β€” Senior Art Director
Claire Do β€” Creative Director β€” Creative Director
Stephen Land β€” Associate Creative Director β€” Associate Creative Director
Michael Page β€” Associate Creative Director β€” Associate Creative Director
Angela Parisi β€” Sr Brand & Advertising Manager β€” Brand Manager
3. Angle / Pitch
4. Next move
5. Buying behavior
β–ΈNew Action ItemsView Archive β†’

No action items yet.

Reminders
None set.
Invite

Setting a due date also creates a calendar event. Each reminder you add above arrives as a Notification (a push/alarm through the Google Calendar app on your phone) or an Email, at the time before the event you choose β€” nothing is sent unless you add at least one.

Actions Calendar

Nothing scheduled for this target.

β–ΈDeadlines
Never checked

No deadlines yet.

β–ΈGoogle CalendarView Full Calendar β†’

No linked events yet.

+ Add to Google Calendar
Invite
β–ΈEmail Manager

No emails yet.

β–ΈZoom
Zoom connected
Schedule Meeting
Invite
Reminders
None set.
Email an invitation

The note above becomes the body, with the time, duration and join link added. Signed with the chosen brand.

β–ΈNotes / History
Other
Jul 8, 2026, 8:55 PM
Updated via CSV import (Jul 8, 2026)
Updated via CSV import (Jul 8, 2026)
Updated via CSV import (Jul 8, 2026)
πŸ“… Add to Actions Calendar

Create Google Document or Sheet

Created in your Google Drive, opened in a new tab, and filed below and in Notes / History.

+ Link a document that already exists

Nothing here yet β€” create a Doc or Sheet above, or link one that already exists. Either way it shows here and in the log above.

Research

+ New Research

Research β€” via ChatGPT

Pick a workflow below and set the criteria to get a generated specification, run it in ChatGPT yourself, then paste the result back in to Distill β€” no API cost. Already have material from somewhere else? Paste it over the specification below instead and skip straight to Distill.

Charles Schwab β€” Commissions

How this works

  1. Set your criteria above, or select a ChatGPT Research Starter below (modify as needed).
  2. Click β€œProcess in ChatGPT” below (the specification is already copied to your clipboard).
  3. Let it research and answer there.
  4. Copy its answer.
  5. Come back here and click β€œPaste from Clipboard” (or paste into the box by hand), replacing the specification (already have material from somewhere else? paste that instead and skip straight here).
  6. Click Distill.
ChatGPT Research Starters
Commissions
Agents / Consultants
Speaking
Podcast
Museum
Gallery
Publishing
Sidewalk Ghosts Publicists
Contests / Grants
General
Process in ChatGPT β†’
Paste ChatGPT's result here

Starts as a generated specification β€” copy that to ChatGPT above, then replace this box with ChatGPT's actual answer (or any other material you already have) before Distilling.

Pick a workflow and set a Track above to enable Distill.

No research threads yet.

β–ΈBrevo Engagement History (Sidewalk Ghosts)

No Brevo opens, clicks, unsubscribes, or bounces recorded for this org yet.

Contacts

β–ΈClaire Do Β· Creative Director / Creative Director Β· claire.do@schwab.com
βœ‰ Email
β–ΈStephen Land Β· Associate Creative Director / Associate Creative Director Β· stephen.land@schwab.com
βœ‰ Email
β–ΈMichael Page Β· Associate Creative Director / Associate Creative Director Β· michael.page@schwab.com
βœ‰ Email
β–ΈAngela Parisi Β· Sr Brand & Advertising Manager / Brand Manager Β· angela.parisi@schwab.com
βœ‰ Email
β–ΈJenny Preece Β· Marketing Director / Marketing Director Β· jenny.preece@schwab.com
βœ‰ Email
β–ΈKyle Woolsey Β· Marketing Director / Marketing Director Β· kyle.woolsey@schwab.com
βœ‰ Email
β–ΈMary Beth Taylor Β· Associate Creative Director / Associate Creative Director Β· marybeth.taylor@schwab.com
βœ‰ Email
β–ΈCourtney Horrigan Β· Sr Art Director / Senior Art Director Β· courtney.horrigan@schwab.com
βœ‰ Email
β–ΈStephen Lazar Β· Brand Director / Brand Director Β· stephen.lazar@schwab.com
βœ‰ Email
β–ΈLauren Price Β· Digital Director / Digital Director Β· lauren.price@schwab.com
βœ‰ Email
Show all 18 contacts (8 more)
β–ΈSusanne Story Β· Art Director / Art Director Β· susanne.story@schwab.com
βœ‰ Email
β–ΈCarie Fielding Β· Sr Marketing Manager / Marketing Manager Β· carie.fielding@schwab.com
βœ‰ Email
β–ΈNicholas Hunter Β· Sr Communications Manager / Communications Manager Β· nicholas.hunter@schwab.com
βœ‰ Email
β–ΈCailin McElrath Β· Sr Communications Manager / Communications Manager Β· cailin.mcelrath@schwab.com
βœ‰ Email
β–ΈDani Neuberger Β· Marketing Manager / Marketing Manager Β· dani.neuberger@schwab.com
βœ‰ Email
β–ΈLauren P Reich Β· Marketing Operations Manager / Marketing Manager Β· lauren.reich@schwab.com
βœ‰ Email
β–ΈLaura Seffron Β· Sr Marketing Manager / Marketing Manager Β· laura.seffron@schwab.com
βœ‰ Email
β–ΈMishelle Sidwa Β· Sr Digital Marketing Manager / Digital Marketing Manager Β· mishelle.sidwa@schwab.com
βœ‰ Email
+ Add Contact

Company Info

Agency Relationships

No relationships yet.

Brand Relationships

No relationships yet.

β–ΈScoring

Component scores feed the Strategic Score. Strategic Score is stored independently β€” edit it directly if needed.

Brevo (all-time): 0 clicks, 0 opensNone
LinkedIn: 0 replies
β–ΈSpecialties & Clients
None yet.
None yet.