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James Shin

James Shin

Managing Director at Charles Schwab Investment Management, Inc.

Charles Schwab•Clayton, California, United States

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Experience21+ Years
LevelCXO

Career Timeline

Professional employment history
  • Charles SchwabCurrent
    Dec 2014–Present· 11 yrs 10 mos
    • Managing Director, RiskCurrent
      Dec 2014–Present
  • BNY Investments Mellon
    Apr 2007–Dec 2014· 7 yrs 8 mos
    • Director
      Apr 2007–Dec 2014
  • McKinsey & Company
    2005–2007· 2 yrs
    • Due Diligence and Middle Office Manager
      2005–2007

Education

Economics

University of California, Santa Cruz

Executive Relationship Map

Reports To
James Shin
Vice Chair & President
Chief Financial Officer
Chief Technology Officer
Chief Operating Officer

Executive Network Preview

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Skills & Expertise

16 of 16 skills
SecuritiesPortfolio ManagementHedge FundsMutual FundsBloombergFinanceInvestment ManagementFinancial ServicesTrade OperationsFixed IncomeInvestmentsEquitiesAsset ManagementCapital MarketsDerivativesAlternative Investments