Amy James Email & Phone Number
Regional Director, Wealth and Asset Management Solutions - Southern California @ Charles Schwab
5 free lookup(s).
Amy James Location
- Laguna Beach, CA, US
Amy James Work
- 2025 - now Regional Director, Wealth and Asset Management Solutions - Southern California @
- 2023 - 2025 Financial Services Consultant @
- 2021 - 2023 Head of National Accounts, Private Wealth Management @
- 2016 - 2021 Executive Director, ETF Global Strategic Relationships @
- 2013 - 2016 Director, ETF National Accounts @
- 2008 - 2013 Vice President, National Accounts @
- 2007 - 2008 Business Development Associate @
- 2006 - 2007 Small Mid Cap Institutional Equity Sales @
- 2005 - 2006 Wrap Specialist @ Ashfield & Co
- 2002 - 2005 Trading Assistant @ Seneca Capital Management
Amy James Education
- University of California, Berkeley
BA (International Business)
1998 - 2002 - Saint Louis University - Madrid Campus
Study Abroad Program
Amy James Skills
- ETFs
- Trading
- Series 63
- Series 7
- Strategy
- Financial Services
- Construction
- Equities
- Marketing
- Public Speaking
- Practice Management
- Microsoft Word
- Engineering
- NGL
- Strategic Planning
- Sales
Amy James Summary
- Amy James, based in Laguna Beach, CA, US, is currently a Regional Director, Wealth and Asset Management Solutions - Southern California at Charles Schwab. Amy James brings experience from previous roles at GLG, State Street Global Advisors, JPMorgan Chase & Co. and VanEck. Amy James holds a 1998 - 2002 BA in International Business @ University of California, Berkeley. With a robust skill set that includes ETFs, Trading, Series 63, Series 7, Strategy and more. Amy James has 3 emails and 1 mobile phone numbers on RocketReach.
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