James D. McCool

Former Head, Institutional Services Business at The Charles Schwab Corp.

James D. McCool

James D. McCool

Former Head, Institutional Services Business at The Charles Schwab Corp.

Overview
Career Highlights

Schwab Compliance Technologies, Inc.
Schwab Retirement Plan Services Co.
Charles Schwab Trust Co. (Inactive)

RelSci Relationships

2228

Number of Boards

5

Birthday

1960

Age

61

Contact Data
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Relationships
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Founder at The Charles Schwab Corp.

Relationship likelihood: Strong

Executive Vice President, Retirement Plan Services at Charles Schwab & Co., Inc.

Relationship likelihood: Strong

Chief Marketing Officer & Executive Vice President at Charles Schwab & Co., Inc.

Relationship likelihood: Strong

President & Chief Executive Officer at The Charles Schwab Corp.

Relationship likelihood: Strong

President & Chief Executive Officer, Charles Schwab Bank at The Charles Schwab Corp.

Relationship likelihood: Strong

Executive Vice President & Head of Schwab Advisor Services at The Charles Schwab Corp.

Relationship likelihood: Strong

Executive Vice President, Schwab Asset Management Solutions & Chief Executive Officer, Schwab Investment Management, Inc at The Charles Schwab Corp.

Relationship likelihood: Strong

Executive Vice President & Chief Financial Officer at The Charles Schwab Corp.

Relationship likelihood: Strong

Senior Executive Vice President & Chief Operating Officer at The Charles Schwab Corp.

Relationship likelihood: Strong

Chief Executive Officer & President at The Asia Foundation

Relationship likelihood: Strong

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James D. McCool
Former Head, Institutional Services Business at The Charles Schwab Corp.
Education
Bachelor of Science in Business Administration

University of Akron provides public research education. Its programs include under graduate studies, graduate studies, international studies, law, and continuing education. The company was founded in 1870 and is headquartered in Akron, OH.

Memberships
Member
Current

The American Society of Pension Professionals & Actuaries or ASPPA is a national organization for career retirement plan professionals. The membership consists of the many disciplines supporting retirement income management and benefits policy. ASPPA represents those who have made a career of retirement plan and pension policy work.

Career History
Head, Institutional Services Business
1995 - Current

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage and banking services to individual investors, and retirement plan services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, retirement business, and support services as well as retirement business services, to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles R. Schwab in 1986 and is headquartered in San Francisco, CA.

President
Prior

Schwab Retirement Plan Services Co. provided retirement & pension management services. The firm's services included record keeping, plan consulting and compliance, trustee and employee communication. The company was founded in 1983 and was headquartered in Dallas, TX.

President & Chief Executive Officer
2002 - 2007

Charles Schwab Trust Co. /Old/, a subsidiary of The Charles Schwab Corp., is a company headquartered in San Francisco, CA, involved in non-deposit trust facilities.

Boards & Committees
Member, Operating Council
Prior

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage and banking services to individual investors, and retirement plan services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, retirement business, and support services, as well as retirement business services to independent registered investment advisors, independent retirement advisors, and record keepers. The company was founded by Charles R. Schwab in 1986 and is headquartered in Austin, TX.

Member, Board of Directors
Tenure Unconfirmed
Member, Board of Trustees
Current

The Asia Foundation provides social services. It is committed to the development of a peaceful and open Asia-Pacific region. It supports Asian initiatives to improve governance, law, and civil society; women empowerment; economic reform and development; sustainable development and the environment; and international relations. The company was founded in 1954 and is headquartered in San Francisco, CA.

Director
Current

The University of Akron Foundation was incorporated in 1966 and is organized and operated exclusively for the benefit of the University of Akron. Specifically, as a 501(c)(3), not-for-profit organization, the UA Foundation receives monies on behalf of the UA, manages and invests those funds, and administers them in accordance with donor wishes.

President & Treasurer
Tenure Unconfirmed
Non-Profit Donations & Grants

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$25K +
2018

The Asia Foundation provides social services. It is committed to the development of a peaceful and open Asia-Pacific region. It supports Asian initiatives to improve governance, law, and civil society; women empowerment; economic reform and development; sustainable development and the environment; and international relations. The company was founded in 1954 and is headquartered in San Francisco, CA.

$25K +
2017

The Asia Foundation provides social services. It is committed to the development of a peaceful and open Asia-Pacific region. It supports Asian initiatives to improve governance, law, and civil society; women empowerment; economic reform and development; sustainable development and the environment; and international relations. The company was founded in 1954 and is headquartered in San Francisco, CA.

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