James D. McCool
所属公司：
公司职位：执行副总裁
所在地区：
所属公司：
公司职位：执行副总裁
所在地区：
James D. McCool leads the Institutional Services business， serving independent investment advisors， corporate clients， and their employees.
A veteran of the financial services industry with extensive experience in the business to business model， McCool began his career in the retirement plan servicing industry in 1984 as one of the initial employees of The Hampton Company， which became a wholly owned subsidiary of The Charles Schwab Corporation in 1995.
McCool earned his Bachelor of Science degree in business administration from the University of Akron. He is a member of the American Society of Pension Professionals & Actuaries （ASPPA） and holds multiple securities licenses.
