David Jamison Email & Phone Number
Senior Team Manager, Centralized Planning Group @ Charles Schwab
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David Jamison Location
- Texas, United States
David Jamison Work
- 2025 -2025 Senior Financial Planner II @
- 2023 -2025 Director, Continuous Learning Programs @
- 2023 -2023 Director, Licensing and Professional Programs @
- 2018 -2023 Senior Team Manager, Centralized Planning Group @
- 2025 -now Senior Team Manager, Centralized Planning Group @
- 2016 -2018 Financial Planner @
- 2013 -2016 Investment Consultant @
- 2011 -2012 Registered Representative @
David Jamison Education
- College for Financial Planning
Master of Science (Personal Financial Planning)
2023-2024 - Texas A&M University
Bachelor of Science
2006-2011
David Jamison Skills
- Financial Advisory
- Financial Coaching
- Relationship Building
- Business Strategy
- Certified Financial Planner
- Wealth Management
- Financial Services
- Personal Financial Planning
- Investments
- Financial Planning
- Retirement Planning
- Portfolio Management
- Finance
- Investment Strategies
- Trading
- Microsoft Office
- Leadership
- Management
- Public Speaking
- Coaching
David Jamison Summary
- David Jamison, based in Texas, United States, is currently a Senior Team Manager, Centralized Planning Group at Charles Schwab. David Jamison brings experience from previous roles at Charles Schwab. David Jamison holds a 2023 - 2024 Master of Science in Personal Financial Planning @ College for Financial Planning. With a robust skill set that includes Financial Advisory, Financial Coaching, Relationship Building, Business Strategy, Certified Financial Planner and more. David Jamison has 5 emails and 3 mobile phone numbers on RocketReach.
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