Jim Mc Caughey
About Jim Mc Caughey
Jim Mc Caughey is a Branch Manager at TD Ameritrade in Murrieta, California, and has a background in financial advising and banking.
Current Role at TD Ameritrade
Jim Mc Caughey currently serves as a Branch Manager at TD Ameritrade in Murrieta, California. He began his role in 2018. As Branch Manager, his responsibilities likely include overseeing the day-to-day operations of the branch, ensuring customer satisfaction, and driving financial performance. With several years of experience at TD Ameritrade, Jim has likely contributed to the branch’s growth and success.
Previous Experience at Scottrade
Before his current role, Jim Mc Caughey served as a Branch Manager at Scottrade in Indian Wells, CA, from 2012. During his tenure, he would have been responsible for managing the branch's operations, developing client relationships, and ensuring the branch met its financial goals. His experience at Scottrade likely helped him hone his management and leadership skills, preparing him for his current role at TD Ameritrade.
Role as Financial Advisor at Morgan Stanley
Jim Mc Caughey worked as a Financial Advisor at Morgan Stanley in Palm Desert, CA, from 2011 to 2012 for 11 months. In this role, he would have provided clients with investment advice, financial planning, and portfolio management services. This position likely helped him develop a deep understanding of financial markets and client management, which would be essential skills in his later roles as branch manager.
Long Tenure at FirstBank
Jim Mc Caughey served as President of FirstBank in Palm Desert, CA, from 1983 to 2003 for 20 years. As President, he would have been responsible for the overall strategic direction, operational efficiency, and financial performance of the bank. His two-decade-long tenure indicates a significant amount of expertise and stability in banking and financial services. This experience likely laid the foundation for his subsequent leadership roles.
Education at Drake University
Jim Mc Caughey studied at Drake University, where he earned a Bachelor's degree in Accounting from 1979 to 1983. His academic background in Accounting provided him with a strong foundation in financial principles, analytical skills, and business management. This education has likely been instrumental in his various roles in the financial industry.