As of 4:15 PM 06/18/13 All times are local (Market data is delayed by at least 15 minutes).
Executive Profile*
| Age | Total Calculated Compensation | This person is connected to 0 board members in 0 different organizations across 1 different industries.
|
| 53 | $2,767,690
As of Fiscal Year 2012 |
Background*
Mr. James D. McCool serves as Executive Vice President of Client Solutions at The Charles Schwab Corp and has been its Executive Vice President of Advisor Services since December 2012. Mr. McCool served as an Executive Vice President of Institutional Services at Charles Schwab Corp. since November 2008. Mr. McCool served as Executive Vice President of Corporate and Retirement Services of Charles Schwab Corp. since February 2007 and also served as Executive Vice President ... of Corporate and Retirement Services of Schwab since August 2006. He is responsible for Schwab's bundled retirement plan services including recordkeeping and related services, stock option plan services, defined benefit and nonqualified plan services, trustee and custodial services through Charles Schwab Trust Company and services to third-party retirement plan administrators (TPAs), and Schwab Personal Choice Retirement Account®. He served as Senior Vice President of Schwab Corporate & Retirement Services from 2004 to 2006. He also served as the President and Chief Executive Officer of The Charles Schwab Trust Company since 2005. He served as Senior Vice President of Plan Administrative Services of the Trust Company from 2004 to 2005, Chief Operating Officer of the Trust Company from 2003 to 2004, and Vice President of Development and Business Technology of the Trust Company from 2002 to 2003. He served as Executive Vice President of Schwab Corporate and Retirement Services of CSC from 2007 to November 2008 and of Schwab from 2006 to November 2008. He joined Schwab in 1995. He served as Executive Vice President and President of Asset Management Products and Services of CSC from 2004 to 2005, and as Executive Vice President and President of Asset Management Products and Services of Schwab from 2004 to January 2006. Mr. McCool served as Senior Vice President and General Manager of Plan Administrator Services enterprise and held management positions in several departments including client and participant services, employee education, daily valuation operations, product development, conversion, and ERISA compliance and consulting. He started his career in the retirement plan servicing industry in 1984 as one of the initial employees of Hampton Company, which became a wholly owned subsidiary of The Charles Schwab Corporation in 1995. He was appointed to the ERISA Advisory Council in 2005, and served as a delegate for the 2002 National Summit on Retirement Savings. He is active in government affairs on issues of regulatory reform affecting defined contribution plans and has provided expert testimony at SEC hearings on the retirement plan industry. He serves as the Chairman of SPARK/NDCC Institute Investment Advice Task Force, which was charged with developing educational materials for key members of U.S. Representative John A. Boehner's Education and the Workforce Committee. He is a Member of SPARK/ National Defined Contribution Council (NDCC) Institute and the American Society of Pension Professionals & Actuaries (ASPPA) and holds multiple NASD licenses. Mr. McCool earned his Bachelor of Science degree in Business Administration from the University of Akron.
Corporate Headquarters*
211 Main Street
San Francisco, California 94105
United States
Phone: 415-667-7000
Fax: 415-627-8538
Board Members Memberships*
There is no Board Members Memberships data available.
Education*
BS University of Akron
Other Affiliations*
|
Annual Compensation*
| Salary | $545,833 | | Total Annual Compensation | $545,833 |
Stock Options*
| Restricted Stock Awards | $600,000 | | All Other Compensation | $24,555 | | Exercisable Options | 541,529 | | Exercisable Options Value | $50,509 | | Unexercisable Options | 493,965 | | Unexercisable Options Value | $383,033 | | Total Value of Options | $433,541 | | Total Number of Options | 1,035,494 |
Total Compensation*
| Total Annual Cash Compensation | $1,267,690 | | Total Short Term Compensation | $545,833 | | Other Long Term Compensation | $624,555 | | Total Calculated Compensation | $2,767,690 |
|
*Data is at least as current as the most recent Definitive Proxy.
Stock Quotes
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| James C. Smith | Chief Executive Officer, President and Director
Thomson Reuters Corporation | $1.6M |
Compensation as of Fiscal Year 2012. |
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