James Bashall Email & Phone Number

Chief Operating Officer @ NerdWallet Wealth Partners

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James Bashall Location

New York, NY, US

James Bashall Work

2025 - now Chief Operating Officer @ NerdWallet Wealth Partners
2023 - 2025 Wealth Advisor @ Future You Wealth
2023 - 2023 Transaction Advisory Services Consultant @ Anchor
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2021 - 2023 Founder @ Pathtoflo.
2019 - 2021 Head of Corporate Development @ Anchor
2019 - 2019 Manager @ Step Advisory
2018 - 2019 Interim head of Operations and Finance @ Step Advisory
2017 - 2018 Senior Associate @ Step Advisory
2016 - 2016 Career break: New York to Patagonia @ N/A
2015 - 2016 Senior @ KPMG

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James Bashall Education

University of East London
Master's of Science (Applied Positive Psychology and Coaching Psychology)
2021 - 2022
University of Cape Town
Master's in Commerce (Finance and Financial Management Services)
2013 - 2014
University of Cape Town
Post Graduate Diploma in Accounting (Accounting)
2012 - 2012

University of Cape Town
Bachelor of Business Science (Finance with Accounting)
2008 - 2011

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James Bashall Summary

James Bashall, based in New York, NY, US, is currently a Chief Operating Officer at NerdWallet Wealth Partners. James Bashall brings experience from previous roles at Future You Wealth, Anchor and Pathtoflo.. James Bashall holds a 2021 - 2022 Master's of Science in Applied Positive Psychology and Coaching Psychology @ University of East London. James Bashall has 1 emails and 1 mobile phone numbers on RocketReach.

James Bashall Emails

Found 1 emails

@nerdwalletwealthpartners.com

James Bashall Phone Numbers

Found 1 phone numbers

+27 72 402 XXXX

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