James Lane

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 737-262-5560

Financial credentials

    Experience

    11 years of professional experience

    • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2022-present
    • Communications Electronics Technician, U.S Marine Corps, 2001-2011
    • Retirement Plan Services Associate, Charles Schwab, 2013-2015
    • Client Service & Support Specialst, Charles Schwab, 2015-2018
    • E-Services Sr. Specialist, Charles Schwab, 2018-2022
    • Financial Consultant - FSB, Charles Schwab, 2022

    Education

    • B.S. Business Administration - Indiana University

    Personal interests and affiliations

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