Joel McCray Email & Phone Number
VP - Branch Manager @ Charles Schwab
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Joel McCray Location
- Portland, OR, US
Joel McCray Work
- 2023 -now VP - Branch Manager @
- 2021 -2023 VP - Assistant Branch Manager @
- 2018 -2021 VP - Financial Consultant @
- 2017 -2018 Associate Financial Consultant @
- 2015 -2017 Financial Consultant Partner @
- 2013 -2015 Senior Specialist @
Joel McCray Education
- College for Financial Planning
Master’s Degree (Personal Financial Planning)
2012-2018 - Arizona State University
Bachelor’s Degree (History)
2005-2008 - Corona del Sol
High School
1995-1999
Joel McCray Skills
- Planning for retirement
- Leadership
- Training
- Public Speaking
- Investments
- Wealth Management
- Technical Support
- Product Development
- Change Management
- Project Management
- Mutual Funds
- Microsoft Office
- Microsoft Word
- PowerPoint
- Microsoft Excel
- Team Building
- Coaching
- Staff Development
- Customer Service
- Management
- Executive Compensation Planning
- Strategy
- College Planning
- 401K Rollovers
- Asset Allocation
- Charitable Giving
Joel McCray Summary
- Joel McCray, based in Portland, OR, US, is currently a VP - Branch Manager at Charles Schwab. Joel McCray brings experience from previous roles at Charles Schwab. Joel McCray holds a 2012 - 2018 Master’s Degree in Personal Financial Planning @ College for Financial Planning. With a robust skill set that includes Planning for retirement, Leadership, Training, Public Speaking, Investments and more. Joel McCray has 2 emails and 2 mobile phone numbers on RocketReach.
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Joel McCray
VP - Branch Manager
Portland, OR, US
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