James Bertsch's Location
Oklahoma City, OK, US
James Bertsch's Work
- Financial Advisor, Senior Vice President @ Merrill Lynch
- SVP, Institutional Client Advisor @ BOK Financial
- Institutional Client Advisor at BOK Financial @ BOK Financial
- Vice President and Relationship Manager @ BOK Financial
- Chair - Emerging Leaders @ United Way of Central Oklahoma
- Financial Advisor @ Morgan Stanley
James Bertsch's Education
- Oklahoma City University
MBA (Global Business)
2007 - 2008 - University of Oklahoma
Bachelor's Degree (Finance, minor in Accounting)
1999 - 2003
James Bertsch's Skills
- Investments
- Financial Analysis
- Finance
- 401k
- Profit Sharing
- Custodial Services
- Retirement
- Securities
- Mutual Funds
- Pensions
James Bertsch's Summary
James Bertsch, based in Oklahoma City, OK, US, is currently a Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management, bringing experience from previous roles at BOK Financial and United Way of Central Oklahoma. James Bertsch holds a 2007 - 2008 MBA in Global Business @ Oklahoma City University. With a robust skill set that includes Investments, Financial Analysis, Finance, 401k, Profit Sharing and more, James Bertsch contributes valuable insights to the industry. James Bertsch has 2 emails on RocketReach.
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