James Schatz Email & Phone Number
Senior Director, Financial Planning @ TIAA
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James Schatz Location
- Charlotte, NC, US
James Schatz Work
- 2022 -now Senior Director, Financial Planning @
- 2020 -2022 Director, Financial Planning @
- 2015 -2020 Team Manager, Financial Planning @
- 2014 -2015 Business Manager, Financial Planning @
- 2008 -2014 Sr Retirement Financial Planner @
- 2007 -2008 Financial Planning Analyst @
- 2006 -2007 Financial Planner @
- 2003 -2006 Retirement Advisor @
James Schatz Education
- University of North Carolina at Charlotte
Bachelor of Science (B.S.) (Finance, General)
James Schatz Skills
- Business Development
- Business Analysis
- Financial Analysis
- Analysis
- Strategy
- Sales
- Wealth Management
- Estate Planning
- Tax
- Strategic Financial Planning
- Series 63
- Investment Strategies
- Portfolio Management
- Strategic Financial
- Investments
- Financial Planners
- Series 6
- Retirement
- Series 65
- Asset Allocation
- Investment Advisory
- Series 7
- Retirement Planning
- Securities
- Mutual Funds
- Series 24
James Schatz Summary
- James Schatz, based in Charlotte, NC, US, is currently a Senior Director, Financial Planning at TIAA. James Schatz brings experience from previous roles at TIAA and TIAA-CREF. James Schatz holds a Bachelor of Science (B.S.) in Finance, General @ University of North Carolina at Charlotte. With a robust skill set that includes Business Development, Business Analysis, Financial Analysis, Analysis, Strategy and more. James Schatz has 2 emails and 2 mobile phone numbers on RocketReach.
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