2018 -
now VP and Treasurer @ LonePeak Advisers, Inc.
2018 -
now VP and Treasurer @ LonePeak Advisers, Inc.
2018 -
now VP and Treasurer @ Lone Peak Advisers, Inc.
2018 -
now VP and Treasurer @ Lone Peak Advisers, Inc.
David James Education
Brigham Young University
Bachelor's Degree (Financial and Estate Planning)
1977
-
1980
David James Skills
Team Building
Leadership
Strategic Planning
Public Speaking
Customer Service
Management
Marketing Strategy
Marketing
Business Strategy
Business Development
Portfolio Management
Due Diligence
Financial Analysis
Negotiation
Investments
Mortgage Lending
Equities
Series 7
David James Summary
David James, based in Draper, UT, US, is currently a VP and Treasurer at LonePeak Advisers, Inc.. David James brings experience from previous roles at LonePeak Advisers, Inc. and Lone Peak Advisers, Inc.. David James holds a 1977 - 1980 Bachelor's Degree in Financial and Estate Planning @ Brigham Young University. With a robust skill set that includes Team Building, Leadership, Strategic Planning, Public Speaking, Customer Service and more. David James has 1 emails and 2 mobile phone numbers on RocketReach.
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