James Cfp® Email & Phone Number
Managing Director - Investments @ Wells Fargo Advisors
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James Cfp® Work
- 1999 -now Managing Director - Investments @
- 1997 -1999 Finance Manager @ Ag-Land FS, Inc
- 1989 -1994 US MARINE @
James Cfp® Education
- University of Illinois Springfield
Bachelor of Science (BS) (Accounting)
1995-1997 - Lincoln Trail Community College
Associate of Science (A.S.)
1993-1995 - Lely High School, Naples, FL
General Studies
1985-1989
James Cfp® Skills
- Investments
- Retirement Planning
- Strategic Planning
- Financial Advisory
- Brokerage
- Leadership Development
- Tax
- Sarbanes Oxley Act
- Internal Controls
- Program Management
- Accounts Payable
- Financial Reporting
- PeopleSoft
- Financial Statements
- Auditing
- Financial Accounting
- Financial Analysis
- Leadership
- Management
- Process Improvement
- Quality Assurance
- Cross Functional Team Leadership
- Testing
- Project Management
- Oracle
- Vendor Management
- SDLC
- Requirements Analysis
- Business Process
- Project Planning
- Agile Methodologies
- Enterprise Architecture
- Scrum
- Business Process Improvement
- Risk Management
- Software Project Management
- Integration
- Project Portfolio Management
- PMP
- PMO
- IT Strategy
- Business Analysis
- Visio
- Data Warehousing
- IT Management
- Agile Project Management
- MS Project
- Business Intelligence
- SharePoint
James Cfp® Summary
- James Cfp®, is currently a Managing Director - Investments at Wells Fargo Advisors. James Cfp® brings experience from previous roles at Ag-Land FS, Inc and United States Marine Corps. James Cfp® holds a 1995 - 1997 Bachelor of Science (BS) in Accounting @ University of Illinois Springfield. With a robust skill set that includes Investments, Retirement Planning, Strategic Planning, Financial Advisory, Brokerage and more. James Cfp® has 3 emails and 2 mobile phone numbers on RocketReach.
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