James R. Garner Cws®
About James R. Garner Cws®
James R. Garner is the National Branch Manager for Centralized Sales at Charles Schwab and TD Ameritrade, with a background in finance and extensive experience in various managerial roles.
Title
James R. Garner Cws® is currently the National Branch Manager of Centralized Sales at Charles Schwab. He holds the same title at TD Ameritrade, demonstrating his extensive experience in branch management and sales leadership.
Current Positions
James R. Garner Cws® has been serving as the National Branch Manager of Centralized Sales at Charles Schwab in Westlake, Texas since 2022. Additionally, he has held the position of National Branch Manager of Centralized Sales at TD Ameritrade in Southlake, TX since 2018. His responsibilities likely include overseeing sales strategies, operational management, and team leadership.
Career Background
James R. Garner Cws® began his career as a Financial Advisor at Ameriprise Financial Services, Inc., from 2005 to 2008. He then moved to TD Ameritrade, where he worked as an Investment Consultant from 2008 to 2010 and as a Learning Development Manager in Retail Strategy & Operations from 2010 to 2013. He became a Branch Manager at TD Ameritrade in 2013 and has continued to hold leadership roles, eventually becoming National Branch Manager of Centralized Sales.
Education and Expertise
James R. Garner Cws® holds a Bachelor of Business Administration (BBA) in Finance from The University of Texas at Arlington, where he studied from 1999 to 2003. He also attended Oklahoma Baptist University for two years, studying Finance. His academic background laid a strong foundation for his successful career in financial services and branch management.