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Wade Wootton
Managing Director - Advisor Services @Charles Schwab
Roanoke, TX, US
EMAILS
w••••••••@schwab.com
MOBILE NUMBERS
+14•••••••08
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WORK HISTORY
Oct 2018 — Present
Managing Director - Advisor Services @Charles Schwab
Westlake, TX, US
EDUCATION
1980 — 1983
Brigham Young University
Undergrad, Physical Therapy
1990 — 1992
Arizona State University
Bachelor of Science, Management
SKILLS
LeadershipRetirement PlanningFinraCross-Functional InitiativesAsset AllocationMutual FundsRisk ManagementTeam ManagementSeries 7InvestmentsInvestment AdvisoryFinancial ServicesSecuritiesSeries 6Series 24Wealth ManagementProcess ImprovementAsset ManagementSeries 9/10Change ManagementSeries 4Series 8Strategic LeadershipHold Series 7ManagementSeries 63
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.
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