James McDowell is an experienced relationship management professional currently serving as a Relationship Manager II at The Standard since February 2023. Previously, James worked at Charles Schwab in various roles, including Relationship Manager, Operations Manager, and Team Lead of Operations, contributing over nine years to the company. James also has experience as an Associate at Dimensional Fund Advisors, focusing on client onboarding, and served as a volunteer Financial Coach with Foundation Communities, aiding low-income families in financial planning. James holds a Certificate in Financial Planning from Bryant University and dual degrees in Economics and Mathematics from The University of Texas at Austin.
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