69 Millennium - Nineteenth Edition FINANCE AND INSURANCE Joshua A. Buckamneer leverages over two decades of collective experience in his roles as a financial consultant and the vice president at Charles Schwab & Co. Inc. In his positions, he specializes in financial planning for ultra-high-net-worth clients. He is proud to have served as an executive coach for more than 15 years, helping to train and coach high-potential employees preparing for senior leadership roles. In addition to helping clients navigate the challenges of financial planning, he is equally proud to be an executive coach and mentor, leading professional development classes for high-potential employees. As a part of his commitment to providing excellence to his clients, Mr. Buckamneer has completed extensive coursework through Boston University, Pensacola Christian College, the College for Financial Planning, and the Santa Clara University Leavey School of Business. Additionally, he has completed the FINRA Series 7, Series 9, Series 63 and Series 66 exams from the Financial Industry Regulatory Authority Inc., and he is an accredited investment fiduciary and wealth management advisor. Mr. Buckamneer began his financial services career in 2008 in customer support for Fidelity Investments, where he would remain for the next 12 years. While working with Fidelity, he excelled in various roles, including service and trading, financial consulting, and investment solutions. He departed the company in 2020 as a vice president to become a regional vice president at Fisher Investments before accepting his current position with Charles Schwab & Co. in 2021. In recognition of his many accomplishments, Mr. Buckamneer has received several President’s Circle and Chairman’s Awards. He attributes much of his success to his faith, integrity, and commitment to continuous growth and excellence. In the coming years, Mr. Buckamneer hopes to continue building his career, with a particular focus on leadership, mentoring high-potential talent, and financial planning to influence proper stewardship of resources. JOSHUA A. BUCKAMNEER VICE PRESIDENT, FINANCIAL CONSULTANT Charles Schwab & Co. Inc. Tulsa, OK
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