James Settle, CWS®, MBA

VP - Branch Manager

+1 614-227-5732

Financial credentials

  • Certified Wealth Strategist®
  • Master in Business Administration
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

10 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2022-present
  • VP - Assistant Branch Manager, Charles Schwab, 2020-2022
  • VP - Financial Consultant, Charles Schwab, 2017-2020
  • Associate Financial Consultant, Charles Schwab, 2015-2017
  • Participant Services Specialist, Charles Schwab, 2013-2015
  • Customer Sales Associate, Bank of America, 2012-2013

Education

  • BS, Business Administration, University of Charleston
  • BS, Finance, University of Charleston
  • MBA, Cleveland State University

Personal interests and affiliations

  • The Rotsky Foundation, Mentor

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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