James McDaniel Email & Phone Number
Vice President - Financial Consultant @ Charles Schwab
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
James McDaniel Location
- Chapel Hill, NC, US
James McDaniel Work
- 2025 -now Vice President - Financial Consultant @
- 2024 -2025 Financial Advisor @
- 2021 -2024 Premier Relationship Banker, AVP and Registered Representative @
- 2016 -2021 Senior Premier Banker and Registered Representative @
- 2015 -2016 Financial Advisor @ The Carolinas Financial Network
- 1995 -2014 Full resume available on request @ Full resume available on request
James McDaniel Education
- Rhodes College
BA (History)
- Georgia State University - J. Mack Robinson College of Business
Master of Business Administration - MBA
- Episcopal High School
James McDaniel Skills
- Leadership
- Marketing Management
- Direct Marketing
- Product Marketing
- Social Media
- Salesforce.com
- Sales
- Business Development
- Web Analytics
- Corporate Communications
- Digital Marketing
- B2b Marketing
- Lead Generation
- Advertising
- Strategic Planning
- Strategy
- Marketo
- Marketing
- Cross Functional Team Leadership
- Event Management
- Social Media Marketing
- Email Marketing
- Newsletters
- Management
- Brand Positioning Strategies
- Public Relations
- Marketing Communications
- Marketing Strategy
- Pragmatic Marketing Certification
- Branding and Identity
James McDaniel Summary
- James McDaniel, based in Chapel Hill, NC, US, is currently a Vice President - Financial Consultant at Charles Schwab. James McDaniel brings experience from previous roles at PNC, First Citizens Investor Services, Wells Fargo and The Carolinas Financial Network. James McDaniel holds a BA in History @ Rhodes College. With a robust skill set that includes Leadership, Marketing Management, Direct Marketing, Product Marketing, Social Media and more. James McDaniel has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different James McDaniel?
Find contact details for 700 million professionals.
Others Named James McDaniel
James McDaniel
President
Jonesboro, AR, US
James McDaniel
Managing Director
Austin, TX, US
James McDaniel
General Manager
Los Angeles, CA, US
James McDaniel
Operations Manager
Springdale, AR, US
James McDaniel
Vice President of Player Development
Chicago, IL, US
James McDaniel
Founder and Managing Director
Jersey City, NJ, US
James McDaniel
Managing Partner
San Pablo, CA, US
James McDaniel
Head of Demo Engineering
Denver, CO, US
James McDaniel
Partner
Boston, MA, US
Top Charles Schwab Employees
Jeff Starr
Managing Director
Dallas, TX, US
Kathie Chao
Managing Director, Wealth Offers, Operations, and Specialists
San Francisco, CA, US
Chandra Stanley
Managing Director, Digital Marketing and Owned Channels
San Francisco, CA, US
Clyde Langley
Managing Director - Financial Crimes Risk Management
Cocoa Beach, FL, US
Jonathan Craig
Managing Director, Head of Retail Investing
San Francisco, CA, US
Rob Morrissey
Founder
Omaha, NE, US
Stacy Hammond
Chief Marketing Officer
California, United States
Christopher Johnson
Managing Director, Global Head of Trading
Jersey City, NJ, US
Andrew D'Anna
Chief Operating Officer, Retail
Texas, United States
Jon Beatty
Chief Operating Officer
Texas, United States
Jeff Houdek
Founder and CEO at JJH Investing
Appleton, WI, US
Omar Aguilar
Chief Executive Officer, Schwab Asset Management
San Francisco, CA, US
Rick Wurster
President and Chief Executive Officer, The Charles Schwab Corporation
Texas, United States
Ama Nyarku
Senior Manager, Asset Management Integration
United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co