James Byers Email & Phone Number
Senior Product Manager @ Wealthbox
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James Byers Location
- Denver, CO, US
James Byers Work
- Senior Product Manager @ (March 2026 - Present)
- Product Manager @ (March 2024 - March 2026)
- Product Manager @ (June 2022 - March 2024)
- Product Manager @ (June 2021 - June 2022)
- Manager, Business Strategy @ (January 2019 - June 2021)
- Business Systems Analyst, Data Quality Management @ (March 2018 - January 2019)
- Through Hiker @ (February 2017 - August 2017)
- Analyst, Security Master @ (March 2015 - February 2017)
- Senior Fixed Income Specialist @ (May 2011 - March 2015)
- New Client Development Consultant @ (July 2010 - April 2011)
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
- AI Product Management
- API Integrations
- Artificial Intelligence (AI)
- Asset Allocation
- Bloomberg
- Business Strategy
- Cryptocurrency
- Customer Relationship Management (CRM)
- FINRA
- FinTech
- Financial Planning
- Financial Services
- Investment Advisory
- Investment Strategies
- Mentoring
- Portfolio Management
- RIAs
- Retirement Planning
- Roadmap Planning
- Sales Enablement
- Securities
- Series 63
- Series 66
- Software as a Service (SaaS)
- Stakeholder Engagement
- User Research
- Voice of the Customer
- Wealth Management
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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