Title: Vice President
Company: Charles Schwab & Co. Inc.
Location: Mounds, Oklahoma, United States
Joshua A. Buckamneer, vice president at Charles Schwab & Co. Inc., has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in finance and consulting.
With over a decade and a half of experience to his credit, Mr. Buckamneer has established a successful career in financial services, specializing in financial planning for ultra-high-net-worth clients and executive coaching. He currently excels as vice president and financial consultant at Charles Schwab & Co. Inc., a position he has held since 2021. In this capacity, he leads executive development classes for high-potential employees, fostering growth and development among future leaders. His experience also includes serving as regional vice president at Fisher Investments from 2020 to 2021 and vice president and financial consultant at Fidelity Investments, FMR LLC, from 2015 to 2020. His previous roles at Fidelity include investment solutions representative and financial consultant from 2012 to 2015, retirement solutions representative from 2011 to 2012, service and trading from 2009 to 2011, and customer support services from 2008 to 2009. Prior to joining the financial industry, he served as performance leader for Delta Connection at Delta Air Lines Inc., from 2003 to 2007, where he led the second-largest organization within Delta at just 23 years old.
Laying a solid educational foundation, Mr. Buckamneer completed coursework at the Leavey Executive Center at the Leavey School of Business, Santa Clara University, the College for Financial Planning at Kaplan Inc., Boston University, and Pensacola Christian College. He has achieved numerous professional designations and certifications, including accredited investment fiduciary through Broadridge Financial Solutions Inc., and accredited wealth management advisor through the College for Financial Planning, Kaplan Inc. He holds several FINRA licenses, including Series 7, Series 9, Series 10, Series 63, and Series 66.
Reflecting on his path, Mr. Buckamneer takes great pride in having led the second-largest organization within Delta Airlines at such a young age, achieving the highest industry designations and certifications without a formal degree. He has been recognized multiple times with President Circle Awards and Chairman’s Awards. However, he finds the most fulfillment in witnessing people progress from uncertainty to being top performers within a short period. Additionally, with a diverse range of clients, from everyday individuals to billionaires, he understands the varying nature of personal goals and works to help his clients manage their resources wisely. While financial planning is central to his work, he also emphasizes personal development, encompassing economic, emotional, and spiritual growth.
Mr. Buckamneer attributes his success to the profound impact of the people and sacrifices that have shaped his life. He recognizes the importance of hard work and integrity, believing that success comes from understanding one’s strengths and weaknesses. He advocates for seeking mentorship and committing to lifelong learning, emphasizing the value of personal growth and continuous improvement. Looking to the future, he hopes to remain at Charles Schwab & Co. Inc. in a senior leadership role focused on coaching and development. While he has excelled in client-facing roles, he has found his passion lies in the administrative side of the business, particularly in professional development. By leveraging his skills and experience, he aims to influence even more people and build on the positive impact he has already made.
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