James Padilla Email & Phone Number
Director | Head of Wealth Management | Retirement Services and Succession Planning @ Packard Wheeler Succession
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James Padilla Location
- Spokane, WA, US
James Padilla Work
- now Director | Head of Wealth Management | Retirement Services and Succession Planning @
- 2026 -now Director | Head of Wealth Management and Retirement Services at PWS @
- 2025 -2026 District Manager @
- 2023 -2025 Regional Broker Manager @
- 2023 -2025 Account Executive II @
- 2022 -2023 Account Executive and Business Solutions Consultant @
- 2021 -2022 Senior Sales Associate @
- 2021 -2021 Account Manager @
- 2018 -2021 Assistant Vice President and Financial Advisor @
- 2017 -2018 Investment Consultant @
- 2014 -2017 Financial Advisor - Wealth Management @
- 2013 -2014 Financial Advisor and 401(k) Advisor @
- 2009 -2011 Recruitment Manager @
- 2009 -2011 Recruitment Manager @
James Padilla Education
- University of Phoenix
Bachelor's degree (Business)
- Santa Monica College
James Padilla Skills
- Retirement Planning
- Financial Advisory
- Loans
- Series 7
- Asset Allocation
- Series 66
- Securities
- Leadership
- Public Speaking
- Fixed Annuities
- Insurance
- Sales
- Financial Planning
- Acting
- Portfolio Management
- Investments
- Finance
- 401k
- Music
- Investment Advisory
- Singing
- Financial Services
- Wealth Management
- Mutual Funds
- Uniform Combined State Law
- Investment Strategies
- Theatre
- Entertainment
- Customer Service
- Financial Analysis
- Wealth
- Film
- Management
- 401k Rollovers
- Investment Banking
- Television
- Retirement
- Life and Health Insurance Licenses
- Performing Arts
James Padilla Summary
- James Padilla, based in Spokane, WA, US, is currently a Director | Head of Wealth Management | Retirement Services and Succession Planning at Packard Wheeler Succession. James Padilla brings experience from previous roles at Packard Wheeler Succession, Combined, a Chubb Company and Centene Corporation. James Padilla holds a Bachelor's degree in Business @ University of Phoenix. With a robust skill set that includes Retirement Planning, Financial Advisory, Loans, Series 7, Asset Allocation and more. James Padilla has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Packard Wheeler Succession Employees
Cody Lewis
Director of Business Development
Coeur d'Alene, ID, US
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Client Onboarding Specialist
Spokane, WA, US
Hazel Bean
Insurance Operations Manager
Spokane, WA, US
Jeff O'Brien
Client Experience Manager
Spokane, WA, US
Joshua Grant
Client Services Supervisor
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Justin Krieger
Client Experience Manager - Employee Benefits
Spokane Valley, WA, US
Andrew Rowley
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