James Audiss Email & Phone Number
Senior Portfolio Specialist | Global Markets, Research and Portfolio Strategy @ Shaw and Partners
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James Audiss Location
- Sydney, NSW, AU
James Audiss Work
- 2014 -now Senior Portfolio Specialist | Global Markets, Research and Portfolio Strategy @
- 2014 -now Senior Wealth Manager @
- 2009 -2014 Financial Advisor @
- 2000 -2009 International Equities Advisor @
- 2000 -2009 Financial Advisor @ Citigroup Global Markets, Australia
- 1999 -2000 Financial Advisor @
- 1999 -2000 Financial Consultant @
- 1997 -1999 Associate Financial Advisor @
- 1997 -1999 Associate Financial Consultant @
- 1996 -1997 Computerised Overnight Market Trader @
- 1995 -1996 Account Executive @
- 1988 -1991 Dealer's Assistant and Position Keeper – Spot FX Desk @
- 1987 -1989 Seller @
James Audiss Education
- University of Hawaii at Manoa
Bachelor's degree (Participated in a French exchange program, deepening cross-cultural fluency and global perspective)
1991-1995 - Waverley College
(Rugby and cricket, team sports that fostered discipline, strategic thinking, and collaborative leadership)
- University of Hawaii
Bachelor of Arts (Economics)
James Audiss Skills
- Investments
- Options
- Retirement Planning
- Wealth Management
- Series 7
- Strategic Financial Planning
- Mutual Funds
- Asset Allocation
- Investment Advisory
- Investment Strategies
- Portfolio Management
- Series 63
- Equities
- Financial Markets
- Alternative Investments
- Derivatives
- Trading
- Capital Markets
- Fixed Income
- Investment Management
- Securities
- Equity Trading
- Hedge Funds
- ETFs
- Wealth Management Services
- Bloomberg
- Equity Research
- Financial Planning
- FINRA
- Trading Strategies
- Financial Advisory
- Bonds
- Valuation
- Strategy
- Financial Services
- Risk Management
- Asset Management
- Financial Analysis
- Equity Derivatives
- Foreign Exchange Fx Options
- Foreign Exchange Options
James Audiss Summary
- James Audiss, based in Sydney, NSW, AU, is currently a Senior Portfolio Specialist | Global Markets, Research and Portfolio Strategy at Shaw and Partners Limited. James Audiss brings experience from previous roles at Shaw and Partners Limited, Morgan Stanley, Citi and Citigroup Global Markets, Australia. James Audiss holds a 1991 - 1995 Bachelor's degree in Participated in a French exchange program, deepening cross-cultural fluency and global perspective @ University of Hawaii at Manoa. With a robust skill set that includes Investments, Options, Retirement Planning, Wealth Management, Series 7 and more. James Audiss has 4 emails and 2 mobile phone numbers on RocketReach.
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