James E. Toye
Are you ready to change the world?
- Role
- Sr Manager - Financial Consultant Academy at Charles Schwab
- Location
- Roanoke, TX, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Sr Manager - Financial Consultant Academy
Apr 2022 — Present · NC
Education
NEW ENGLAND SCHOOL OF BANKING AT WILLIAMS COLLEGE
CERTIFICATE IN COMMERCIAL LENDING
BENTLY COLLEGE WALTHAM MA
CERTIFICATE
State University of New York at Plattsburgh
Bachelor's degree Political Science
ABA THE STONIER GRADUATE SCHOOL OF BANKING
Graduate Degree in Banking and Finance
Skills
- Finance
- Finra
- Series 7
- Financial Advisory
- Securities
- Portfolio Management
- Series 24
- Wealth Management
- Retirement Planning
- Investment Advisory
- Financial Planning
- Strategic Financial Planning
- Financial Services
- Mutual Funds
- Coaching
- Series 63
- Asset Allocation
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