James Ferris Email & Phone Number
Wealth Manager @ The Ferris Financial Group
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James Ferris Location
- Bristol, CT, US
James Ferris Work
- 2023 -now Wealth Manager @
- 2021 -2023 Investment Consultant @
- 2013 -2021 Customer Experience @
- 2013 -2013 Financial Consultant @
James Ferris Education
- Questrom School of Business, Boston University
Master of Business Administration - MBA (Finance)
- University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Business Administration (BBA) (Investment Finance)
- Tolland High School
James Ferris Skills
- Charismatic Leadership
- Channel Partners
- Execution
- Country
- Templates
- P&l
- Service Automation
- Portfolio
- Deal Closure
- Hoovers
- Materials Management
- Australia
- Management
- Sales Operations
- Interest Rates
- International Business
- Sales
- Units
- Enablement
- Research
- Consulting
- Sold
- Emerging Markets
- Eloqua
- Forecasting
- Campaigns
- Customer Service
- Insideview
- Market Research
- Account Management
- Photoshop
- Integration
- Diverse Groups
- Oracles
- Pillar
- Social Media Marketing
- Accounting
- CRM
- Data Analysis
- Enterprise Accounts
- Cross Cultural
- RightNow
- Oracle
- Council
- Microsoft Word
- MVP
- Golf
- Applications
- Small Business Development
- Economics
- SRM
- Mergers and Acquisitions
- Quarter
- Field Experience
- PowerPoint
- Attainment
- Communication
- Boston
- Customer Experience
- San Volume Controller
- Customer Relationship Management Crm
- C
- Cloud Applications
- Responsibility
- Canada
- Google Groups
- Executive Positions
- Alternative Investments
- Software as a Service Saas
- Networking
- Business Development
- Oversight
- Business Administration
- Databases
- Home Shopping
- Scholarships
- Public Speaking
- Academic
- Customer Base
- Financial Statements
- Cycles
- Social Media
- SMB
- Series 7
- Sales Trainings
- Training
- Microsoft Excel
- Net
- Microsoft Office
- SaaS
- Sandler
- Business Services
- Sales Management
- Oracle Applications
- CX
- Fundamental Analysis
- Sales Strategy
- Finance
- Marketing
- Investments
- Cloud Computing
- Leadership
- Oracle CRM
- Hiring
- Exp
- Customer Relationship Management
- Software as a Service
James Ferris Summary
- James Ferris, based in Bristol, CT, US, is currently a Wealth Manager at The Ferris Financial Group. James Ferris brings experience from previous roles at Columbia Threadneedle Investments, US, Oracle and Massachusetts Small Business Development Center Network Southeast Regional Offic. James Ferris holds a Master of Business Administration - MBA in Finance @ Questrom School of Business, Boston University. With a robust skill set that includes Charismatic Leadership, Channel Partners, Execution, Country, Templates and more. James Ferris has 2 emails and 2 mobile phone numbers on RocketReach.
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Top The Ferris Financial Group Employees
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James Ferris
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