James Dickie Email & Phone Number
Vice President - Financial Planner
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James Dickie Location
- Salem, OR, US
James Dickie Work
- Vice President - Financial Planner @ Ameriprise Financial Services, Inc. (August 2015 - Present)
- Owner-President and sometimes Janitor @ (January 2012 - Present)
- Financial Advisor @ (February 2012 - August 2015)
- Financial Advisor @ (March 2009 - February 2012)
- Development Director @ Reid Saunders Association (January 2008 - January 2009)
- Financial Advisor @ Wells Fargo Advisors(Private Client Service's) (October 2006 - February 2008)
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
- Board Presentations
- Business Development
- Business Process Improvement
- Business Relationship Management
- Business Strategy
- Business-to-Business (B2B)
- Client Presentation
- Company Presentations
- Consulting
- Corporate Finance
- Corporate Retirement Plans
- Customer Presentations
- Estate Tax Planning
- Face to Face Presentations
- Fee Based Consulting
- Finance
- Financial Analysis
- Financial Planning
- Financial Services
- Group Presentations
- Insurance Planning
- Investment Strategies
- Investments
- Investor Presentations
- Long Range Planning
- Long Term Business Relationships
- Long Term Care Insurance
- Long Term Relationship Building
- Long-term Care
- Marketing Strategy
- New Business Generation
- Personal Finance
- Persuasive Presentations
- Product Presentation
- Retirement Planning
- Sales
- Sales Presentations
- Seminar Presentations
- Small Business
- Small Group Presentations
- Strategic Consulting
- Strategic Partnerships
- Strategic Planning
- Technical Presentations
- Wealth Management
- bussiness
- Team Building
- Securities
- Wealth
- Estate Planning
- Fixed Annuities
- Series 63
- IRAs
- Microsoft Word
- Financial Advisory
- Microsoft Office
- Business to Business B2b
- Asset Allocation
- College Savings Plans
- Pensions
- Series 65
- Investment Advisory
- Long Term Care
- Mutual Funds
- 529 Plans
- PowerPoint
- Saving for Education
- 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 Board Presentations, Business Development, Business Process Improvement, Business Relationship Management, Business Strategy and more. James Dickie has 1 emails and 1 mobile phone numbers on RocketReach.
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