James Watts Email & Phone Number
Managing Director, Advisor Wealth Services-Enterprise Group @ Charles Schwab
5 free lookup(s).
James Watts Location
- Texas, United States
James Watts Work
- 2020 -now Managing Director, Advisor Wealth Services-Enterprise Group @
- 2011 -2020 Managing Director, Advisor Relations @
- 2006 -2011 Director Of Advisor Relations @
- 1998 -2006 First Vice President, Advisor Relations @ TD Waterhouse Institutional
- 1995 -1998 Senior Manager, Trading| Client Support| Brokerage Operations @ Jack White & Company
James Watts Education
- UCLA
Professional Designation (Personal Finanical Planning)
2004-2006 - UC San Diego
BA (Economics)
1991-1995
James Watts Skills
- Securities
- Series 7
- Asset Management
- Investments
- Series 63
- Financial Services
- Uniform Combined State Law
- Risk Management
- Investment Strategies
- Mutual Funds
- Equities
- Asset Allocation
- Financial Analysis
- Alternative Investments
- Portfolio Management
- Strategic Financial Planning
- Options
- Retirement
- FINRA
- Wealth Management
- Vendor Management
- Series 24
- Financial Advisory
- ETFs
- Retirement Planning
- Business Analysis
- Investment Advisory
- Trading
- Fixed Income
- 401k
- Relationship Management
- Banking
- Strategic Leadership
- Customer Relationship Management (CRM)
- Process Improvement
- Operations Management
- Project Management
- Product Development
James Watts Summary
- James Watts, based in Texas, United States, is currently a Managing Director, Advisor Wealth Services-Enterprise Group at Charles Schwab. James Watts brings experience from previous roles at TD Ameritrade Institutional, TD Waterhouse Institutional and Jack White & Company. James Watts holds a 2004 - 2006 Professional Designation in Personal Finanical Planning @ UCLA. With a robust skill set that includes Securities, Series 7, Asset Management, Investments, Series 63 and more. James Watts has 2 emails and 1 mobile phone numbers on RocketReach.
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