Wade Wootton
Director - Advisor Services at Charles Schwab
- Role
- Managing Director - Advisor Services at Charles Schwab
- Location
- Roanoke, TX, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Wade Wootton
Experienced Executive with a successful work history in financial services. Skilled in Risk Management, Cross-functional Initiatives, Change Management, Decentralized Team Management, Business Process Improvement, and Complex Problem and Exception Resolution.
Experience
Managing Director - Advisor Services
Oct 2018 — Present · Westlake, TX, US
Education
Brigham Young University
Undergrad, Physical Therapy
1980 — 1983
Arizona State University
Bachelor of Science, Management
1990 — 1992
Skills
- Leadership
- Retirement Planning
- Finra
- Cross-Functional Initiatives
- Asset Allocation
- Mutual Funds
- Risk Management
- Team Management
- Series 7
- Investments
- Investment Advisory
- Financial Services
- Securities
- Series 6
- Series 24
- Wealth Management
- Process Improvement
- Asset Management
- Series 9/10
- Change Management
- Series 4
- Series 8
- Strategic Leadership
- Hold Series 7
- Management
- Series 63
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