James Doolittle Email & Phone Number
Vice President and Senior Investment Strategist @ Wells Fargo Private Bank
James Doolittle Location
Kirkland, WA, US
James Doolittle Work
- 2012 - now Vice President and Senior Investment Strategist @ Wells Fargo Private Bank
- 2009 - 2012 Vice President - Senior Portfolio Manager @ U.S. Bank
- 2000 - 2008 Vice President - Portfolio Manager @ Northern Trust Wealth Management
- 1996 - 2000 Trust Investment Officer (Portfolio Manager) @ SunTrust
- 1994 - 1996 Financial Analyst @ State of Florida (Treasurer's Office)
- 1983 - 1994 Financial Advisor (Registered Representative) @ Merrill Lynch
- 1980 - 1982 Analyst @ Merrill Lynch
- 1977 - 1979 Management Trainee @ Merrill Lynch
James Doolittle Education
- CFA Institute
Chartered Financial Analyst (Finance)
1993 - 1995 - Florida Atlantic University
B.B.A. (Finance)
1973 - 1977 - Nuveen Wealth Management Institute
- Trust School and Graduate Trust School
Finance
James Doolittle Skills
- Investment Strategies
- Alternative Investments
- Portfolios
- Endowments
- Portfolio Management
- Asset Allocation
- Asset Managment
- Business Development
- Equities
- Economics
James Doolittle Summary
James Doolittle, based in Kirkland, WA, US, is currently a Vice President and Senior Investment Strategist at Wells Fargo Private Bank. James Doolittle brings experience from previous roles at U.S. Bank, Northern Trust Wealth Management, SunTrust Bank and State of Florida (Treasurer's Office). James Doolittle holds a 1993 - 1995 Chartered Financial Analyst in Finance @ CFA Institute. With a robust skill set that includes Investment Strategies, Alternative Investments, Portfolios, Endowments, Portfolio Management and more. James Doolittle has 2 emails and 1 mobile phone numbers on RocketReach.
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