Scot Wade

VP - Assistant Branch Manager

+1 202-818-8015

Financial credentials

  • Series 7, 9, 10, 24, 63, 65 Securities Licenses

Experience

36 years of professional experience

  • VP - Assistant Branch Manager, Charles Schwab, 2022-present
  • Manager - Client Relationship Support, Charles Schwab, 2017-2022
  • Sr. Relationship Specialist, Schwab Private Client, 2013-2017
  • Sr. Manager IA Enrollment, Advisor Services, 2007-2013
  • Sr. Manager Sponsor Services, Retirement Plan Services, 2003-2007
  • Schwab Institutional, Charles Schwab Trust Company / Adviser Services, 1992-2003

Education

  • Bachelor of Science, Oregon State University, Corvallis, OR

Standard mailing address:

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

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