James Scott
About James Scott
James Scott serves as the Chief Client Experience Officer at First Western Trust, where he has worked since 2023. He has a diverse background in the financial services industry, having held various leadership roles at notable organizations such as Charles Schwab and Merrill Lynch.
Work at First Western Trust
James Scott serves as the Chief Client Experience Officer at First Western Trust, a position he has held since 2023. In this role, he focuses on enhancing client interactions and ensuring a high standard of service delivery. His experience in the financial services sector contributes to his effectiveness in this position, where he is committed to improving client satisfaction and engagement.
Previous Experience in Financial Services
Prior to his current role, James Scott worked at several prominent financial organizations. He was employed at Charles Schwab from 2020 to 2022 as the Head of Small Business Retirement Products. He also held multiple positions at Charles Schwab from 2014 to 2020, including Sr. Manager - Product Management Technology and Managing Director International Client Experience. His tenure at Merrill Lynch lasted 11 years, where he served as Assistant Vice President, Project Manager. Additionally, he worked at Broadridge as Vice President - Business Process Solutions from 2022 to 2023.
Education and Certifications
James Scott earned a Bachelor of Arts in Sociology from Colorado State University, completing his studies from 1993 to 1997. He is certified as an Agile Product Owner, demonstrating his expertise in agile methodologies. Furthermore, he holds a Series 7 certification, which signifies his proficiency in financial securities regulations.
Background and Personal Interests
James Scott balances his professional responsibilities with family commitments, often attending his children's sporting events. He is also an avid cyclist, participating in bike racing during weekends. His passion for the financial services industry is evident in his extensive career, which spans multiple leading financial organizations.