James Bertsch Email & Phone Number
Financial Advisor @ Raymond James
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James Bertsch Location
- Oklahoma City, OK, US
James Bertsch Work
- 2026 -now Financial Advisor @
- 2023 -2026 Financial Advisor, Senior Vice President @
James Bertsch Education
- Oklahoma City University
Masters of Business Administration, MBA
2007-2008 - University of Oklahoma
Bachelor's Degree
1999-2003
James Bertsch Skills
- Investments
- Financial Analysis
- Finance
- 401k
- Profit Sharing
- Custodial Services
- Retirement
- Securities
- Mutual Funds
- Pensions
- Alternative Investments
- Asset Allocation
- ERISA
- Defined Contribution
- Diversification
- Rebalancing
- Wealth Management
- Wealth Management Services
- Equities
- Retirement Planning
- Asset Managment
- Financial Services
- Investment Management
- Investment Strategies
- Relationship Management
- Trust Services
- Trust Management
- Compliance
- Bonds
- ETFs
- Series 7
- Asset Management
- Trading
- Insurance
- Teaching
- Strategy
- Microsoft Office
- Marketing
- Management
- Financial Reporting
- Institutional
James Bertsch Summary
- James Bertsch, based in Oklahoma City, OK, US, is currently a Financial Advisor at Raymond James. James Bertsch brings experience from previous roles at Merrill Lynch Wealth Management. James Bertsch holds a 2007 - 2008 Masters of Business Administration, MBA @ Oklahoma City University. With a robust skill set that includes Investments, Financial Analysis, Finance, 401k, Profit Sharing and more. James Bertsch has 1 emails and 1 mobile phone numbers on RocketReach.
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