James Byers Email & Phone Number
Senior Product Manager @ Wealthbox
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James Byers Location
- Denver, CO, US
James Byers Work
- 2026 - now Senior Product Manager @
- 2024 - 2026 Product Manager @
- 2022 - 2024 Product Manager @
- 2021 - 2022 Product Manager @
- 2019 - 2021 Manager, Business Strategy @
- 2018 - 2019 Business Systems Analyst, Data Quality Management @
- 2017 - 2017 Through Hiker @
- 2015 - 2017 Analyst, Security Master @
- 2011 - 2015 Senior Fixed Income Specialist @
- 2010 - 2011 New Client Development Consultant @
James Byers Education
- The University of Texas at Arlington
Bachelor of Business Administration (BBA) (Finance)
James Byers Skills
- Vendor Management
- Data Integration
- Technology Integration
- Data Quality
- Data Warehousing
- Data Analysis
- Data Mining
- Sales
- Client Relations
- SQL
- Product Management
- Strategy
- Fixed Income
- Trading
- Equities
- Mutual Funds
- Series 7
- Business Development
- Investments
- New Business Development
- Bloomberg
- Series 66
- Securities
- Series 63
- Asset Allocation
- Portfolio Management
- Wealth Management
- Investment Advisory
- Financial Services
- Retirement Planning
- Financial Planning
- FINRA
- Investment Strategies
James Byers Summary
- James Byers, based in Denver, CO, US, is currently a Senior Product Manager at Wealthbox. James Byers brings experience from previous roles at Wealthbox, Invent.us, Onramp Invest and TD Ameritrade Institutional. James Byers holds a Bachelor of Business Administration (BBA) in Finance @ The University of Texas at Arlington. With a robust skill set that includes Vendor Management, Data Integration, Technology Integration, Data Quality, Data Warehousing and more. James Byers has 2 emails on RocketReach.
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