Jacob Walker
Senior Specialist, Stock Plan Services at Charles Schwab
Based in Phoenix, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Phoenix
Industry
Financial Services
Company size
34K
Contact information
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j•••••••@schwab.com
Phone
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Background
About Jacob Walker
I am a licensed Stockbroker (Series 7, 66) at Charles Schwab with a specialty in Equity Compensation. I have significant experience working with high net worth clients and generating leads for the firm. By generating leads that bring assets into the firm or help clients meet with a finanical planner, I have deepened client-firm relationships and helped clients better achieve their financial goals. I also have a Bachelor of Arts in Political Science from Davidson College and a Master of Science in Organizational Leadership from Arizona State, where I played on the baseball team. Following that, I played professional baseball and coached pitchers both in-person and remotely. I leveraged that experience into founding Pivot Baseball LLC, a remote training business that I run on the side.
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