David James Email & Phone Number
Managing Director @ Coastal Bridge Advisors
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David James Location
- Los Angeles, CA, US
David James Work
- 2016 -now Managing Director @
- 2011 -2016 Managing Director - Wealth Management @
- 1995 -2011 Managing Director @
David James Education
- University of California, Santa Barbara
Bachelor of Arts (Business Economics)
David James Skills
- Asset Allocation
- Asset Management
- Equities
- Wealth Management
- Project Management
- Lists
- Financial Analysis
- Strategy
- Strategic Planning
David James Summary
- David James, based in Los Angeles, CA, US, is currently a Managing Director at Coastal Bridge Advisors. David James brings experience from previous roles at UBS and Oppenheimer & Co.. David James holds a Bachelor of Arts in Business Economics @ University of California, Santa Barbara. With a robust skill set that includes Asset Allocation, Asset Management, Equities, Wealth Management, Project Management and more. David James has 2 emails and 1 mobile phone numbers on RocketReach.
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