James Dotzman Email & Phone Number

Financial Advisor @ Mainstay Financial Advisors, A financial advisory practice of Ameriprise Financi

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James Dotzman Location

Philadelphia, PA, US

James Dotzman Work

2022 - now Financial Advisor @ Mainstay Financial Advisors, A financial advisory practice of Ameriprise Financi
2016 - 2022 Financial Advisor @ RBC Wealth Management
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2013 - 2016 Director - Investments @ Oppenheimer & Co. Inc.
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2011 - 2013 Managing Director @ Piper Jaffray
2009 - 2010 Senior Vice President @ J.V.B. Financial Group, LLC
2009 - 2009 Vice President and Director @ Td Securities USA Inc
2006 - 2008 SVP and Managing Director @ Commerce Capital Markets
1994 - 2006 Founding Principal @ Starboard Capital Partners
1985 - 1994 CFO and COO @ A. Webster Dougherty & Co., Inc.

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James Dotzman Education

La Salle University
Bachelor of Business Administration - BBA (Accounting and Finance)
1978 - 1982
jobs in Business Administration
B.S. (Accounting, Finance)
1978 - 1982
North Catholic H.S.
1974 - 1978

James Dotzman Skills

Investments
Asset Allocation
Securities

Financial Services
Fixed Income Strategies
Wealth Management Services
Microsoft Office, Excel, Powerpoint, etc.
Relationship Management
Microsoft Office
PowerPoint

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James Dotzman Summary

James Dotzman, based in Philadelphia, PA, US, is currently a Financial Advisor at Mainstay Financial Advisors, A financial advisory practice of Ameriprise Financi. James Dotzman brings experience from previous roles at RBC Wealth Management, Oppenheimer & Co. Inc., Piper Jaffray and JVB Financial Group, LLC. James Dotzman holds a 1978 - 1982 Bachelor of Business Administration - BBA in Accounting and Finance @ La Salle University. With a robust skill set that includes Investments, Asset Allocation, Securities, Financial Services, Fixed Income Strategies and more. James Dotzman has 2 emails and 1 mobile phone numbers on RocketReach.

James Dotzman Emails

Found 2 emails

James Dotzman Phone Numbers

Found 6 phone numbers

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