James Dickie Email & Phone Number
Vice President - Financial Planner @ Financial Services Company
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James Dickie Location
- Salem, OR, US
James Dickie Work
- 2015 -now Vice President - Financial Planner @
- 2012 -now Owner-President and sometimes Janitor @
- 2012 -2015 Financial Advisor @
- 2009 -2012 Financial Advisor @
- 2008 -2009 Development Director @ Reid Saunders Association
- 2006 -2008 Financial Advisor @ Wells Fargo Advisors(Private Client Service's)
James Dickie Education
- St Mary's University (Moraga CA) 2002-2003
- Sonoma State University 2000-2003
- George Fox University
Social & Behavioral Studies (Humanities/Humanistic Studies)
- George Fox University
Behavioral Health (Clinical/Medical Social Work)
James Dickie Skills
- Long Range Planning
- Sales Presentations
- Long Term Relationship Building
- Customer Presentations
- Persuasive Presentations
- Bussiness
- New Business Generation
- Financial Analysis
- Retirement Planning
- Small Group Presentations
- Team Building
- Insurance Planning
- Securities
- Consulting
- Wealth
- Estate Planning
- Fixed Annuities
- Business Strategy
- Investor Presentations
- Estate Tax Planning
- Company Presentations
- Series 63
- IRAs
- Microsoft Word
- Marketing Strategy
- Financial Advisory
- Face to Face Presentations
- Technical Presentations
- Microsoft Office
- Business to Business B2b
- Business Process Improvement
- Asset Allocation
- College Savings Plans
- Pensions
- Client Presentation
- Series 65
- Fee Based Consulting
- Investment Strategies
- Investment Advisory
- Corporate Retirement Plans
- Long Term Business Relationships
- Financial Services
- Seminar Presentations
- Personal Finance
- Long Term Care
- Strategic Planning
- Business Relationship Management
- Mutual Funds
- Long Term Care Insurance
- Strategic Consulting
- Corporate Finance
- 529 Plans
- PowerPoint
- Financial Planning
- Group Presentations
- Saving for Education
- Board Presentations
- Investments
- Product Presentation
- Strategic Partnerships
- Sales
- Small Business
- Business Development
- Finance
- Wealth Management
- Retirement
James Dickie Summary
- James Dickie, based in Salem, OR, US, is currently a Vice President - Financial Planner at Ameriprise Financial Services, Inc.. James Dickie brings experience from previous roles at Integrity Wealth Management, VALIC and Reid Saunders Association. James Dickie holds a 2002 - 2003 St Mary's University (Moraga CA). With a robust skill set that includes Long Range Planning, Sales Presentations, Long Term Relationship Building, Customer Presentations, Persuasive Presentations and more. James Dickie has 1 emails and 1 mobile phone numbers on RocketReach.
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