James G.

Advisor Services

Role: Senior Specialist at Charles Schwab
Location: San Diego, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Senior Specialist
Charles Schwab
Mar 2023 — Present · San Diego, US

Education

Drexel University
Chemical Engineering
1996 — 2000
DeSales University
MBA, Finance Concentration
2010 — 2013
DeSales University
B.S, Finance
2003 — 2005
Lehigh University
Project Management, Construction Management

Contact information

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Work email
•••••@aboutschwab.com
Personal email
•••••@•••••.com
Direct dial
+15•••••••94

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Current company

Charles Schwab

Financial Services · 35K employees · Westlake, Texas, United States

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: https://www.aboutschwab.com/social-media (#0424-TM8W)

aboutschwab.com

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Experience

Senior Specialist

Education

Drexel University

DeSales University

DeSales University

Lehigh University

Find verified contacts for anyone on LinkedIn