Amy James Email & Phone Number
Founder, CEO
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Amy James Location
- Laguna Beach, CA, US
Amy James Work
- 2026 -now Founder, CEO @ ALTUS Private Markets
- 2025 -2026 Regional Director, Wealth and Asset Management Solutions - Southern California @
- 2023 -2025 Financial Services Consultant @
- 2021 -2023 Head of National Accounts, Private Wealth Management @
- 2016 -2021 Executive Director, ETF Global Strategic Relationships @
- 2013 -2016 Director, ETF National Accounts @
- 2008 -2013 Vice President, National Accounts @
- 2007 -2008 Business Development Associate @
- 2006 -2007 Small Mid Cap Institutional Equity Sales @
- 2005 -2006 Wrap Specialist @ Ashfield & Co
- 2002 -2005 Trading Assistant @ Seneca Capital Management
- 2026 -now Managing Partner - Registered Representative @ Laguna Venture Partners
Amy James Education
- University of California, Berkeley
BA (International Business)
1998-2002 - Saint Louis University - Madrid Campus
Study Abroad Program
Amy James Skills
- ETFs
- Trading
- Series 63
- Series 7
- Strategy
- Financial Services
- Construction
- Equities
- Marketing
- Public Speaking
- Practice Management
- Microsoft Word
- Engineering
- NGL
- Strategic Planning
- Sales
Amy James Summary
- Amy James, based in Laguna Beach, CA, US, is currently a Founder, CEO at ALTUS Private Markets. Amy James brings experience from previous roles at Charles Schwab, GLG, State Street Global Advisors and JPMorgan Chase & Co.. Amy James holds a 1998 - 2002 BA in International Business @ University of California, Berkeley. With a robust skill set that includes ETFs, Trading, Series 63, Series 7, Strategy and more. Amy James has 1 emails and 1 mobile phone numbers on RocketReach.
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