James Beale Email & Phone Number
Partner @ Oriens Capital
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James Beale Location
- Mount Maunganui, of Plenty, NZ
James Beale Work
- 2016 - now Partner @
- 2017 - now Director, Rockit Global Limited @
- 2018 - now Director, Lifetime Income @
- 2022 - now Director @ IVS Group Limited
- 2022 - now Director @
- 2024 - now Director @
- 2022 - now Trustee @
- 2018 - 2024 Investment Committee Member @
- 2015 - 2023 Investment Advisory Committee Chair @
- 2013 - 2020 Chairman @
- 2015 - 2016 Founder and Director @ Beale Capital Consultants Limited
- 2011 - 2015 Head of Investment Management @
- 2008 - 2013 Head of Private Wealth @
- 2001 - 2008 Director, Investment Banking @
James Beale Education
- Victoria University of Wellington
Bachelor of Commerce and Administration (Finance and Economics)
1994 - 1997
James Beale Skills
- Investment Banking
- Fixed Income
- Equities
- Investment Advisory
- Investments
- Valuation
- Wealth
- Corporate Finance
- Investment Management
- Equity Capital Markets
- Capital Markets
- Portfolio Management
- Asset Management
- Business Planning
- Startups
- Project Management
- Entrepreneurship
- Leadership
- Public Speaking
James Beale Summary
- James Beale, based in Mount Maunganui, Bay of Plenty, NZ, is currently a Partner at Oriens Capital Limited. James Beale brings experience from previous roles at Rockit™ Apple, Lifetime Retirement Income, IVS Group Limited and PMG Funds. James Beale holds a 1994 - 1997 Bachelor of Commerce and Administration in Finance and Economics @ Victoria University of Wellington. With a robust skill set that includes Investment Banking, Fixed Income, Equities, Investment Advisory, Investments and more. James Beale has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Oriens Capital Employees
James Beale
Partner
Mount Maunganui, of Plenty, NZ
Lucy Inder
Senior Analyst and Responsible Investment Lead
Tauranga, of Plenty, NZ
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