Amy James Email & Phone Number
Founder, CEO
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Amy James Location
- Laguna Beach, CA, US
Amy James Work
- Founder, CEO @ ALTUS Private Markets (May 2026 - Present)
- Regional Director, Wealth and Asset Management Solutions - Southern California @ (October 2025 - May 2026)
- Financial Services Consultant @ (April 2023 - September 2025)
- Head of National Accounts, Private Wealth Management @ (September 2021 - March 2023)
- Executive Director, ETF Global Strategic Relationships @ (October 2016 - September 2021)
- Director, ETF National Accounts @ (June 2013 - October 2016)
- Vice President, National Accounts @ (August 2008 - June 2013)
- Business Development Associate @ (March 2007 - August 2008)
- Small Mid Cap Institutional Equity Sales @ (March 2006 - March 2007)
- Wrap Specialist @ Ashfield & Co (September 2005 - March 2006)
- Trading Assistant @ Seneca Capital Management (September 2002 - September 2005)
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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