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
- Director | Head of Wealth Management | Retirement Services and Succession Planning @
- Director | Head of Wealth Management and Retirement Services at PWS @ (July 2026 - Present)
- District Manager @ (November 2025 - July 2026)
- Regional Broker Manager @ (September 2023 - December 2025)
- Account Executive II @ (September 2023 - December 2025)
- Account Executive and Business Solutions Consultant @ (December 2022 - September 2023)
- Senior Sales Associate @ (August 2021 - December 2022)
- Account Manager @ (February 2021 - August 2021)
- Assistant Vice President and Financial Advisor @ (July 2018 - February 2021)
- Investment Consultant @ (May 2017 - June 2018)
- Financial Advisor - Wealth Management @ (April 2014 - May 2017)
- Financial Advisor and 401(k) Advisor @ (July 2013 - April 2014)
- Recruitment Manager @ (January 2009 - December 2011)
- Recruitment Manager @ (January 2009 - January 2011)
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
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Director of Business Development
Coeur d'Alene, ID, US
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Client Experience Manager
Spokane, WA, US
Joshua Grant
Client Services Supervisor
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Justin Krieger
Client Experience Manager - Employee Benefits
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Sarah Bushnell
Client Onboarding Specialist
Spokane, WA, US
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