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Andrea James Location
Portland, ME, US
Andrea James Work
2025 -now Compliance Manager @
2022 -2025 Compliance Officer @
2018 -2025 Compliance Analyst @
2016 -2018 Portfolio Manager @
2015 -2016 Portfolio Management Associate @
Andrea James Education
University of Maine
Bachelor of Science (B.S.) (Finance)
2011-2015
Andrea James Skills
Teller Operations
Microsoft Excel
Banking
Financial Accounting
Financial Services
Problem Solving
Microsoft SQL Server
Bloomberg Terminal
Customer Service
Investment Banking
Long-term Customer Relationships
Cash Handling Experience
Finance
Teamwork
Financial Analysis
Risk Management
Research
PowerPoint
Microsoft Word
Leadership
Social Media
Public Speaking
Loans
Microsoft Office
Social Networking
Management
Portfolio Management
Wealth Management
Long Term Customer Relationships
Training
Andrea James Summary
Andrea James, based in Portland, ME, US, is currently a Compliance Manager at Key Wealth. Andrea James brings experience from previous roles at Key Private Bank. Andrea James holds a 2011 - 2015 Bachelor of Science (B.S.) in Finance @ University of Maine. With a robust skill set that includes Teller Operations, Microsoft Excel, Banking, Financial Accounting, Financial Services and more. Andrea James has 2 emails and 1 mobile phone numbers on RocketReach.
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