2022 -
now Vice President, Institutional and Consultant Relations @
2019 -
2022 Director, Consultant Relations @
2017 -
2018 Regional Director @
2014 -
2016 Investment Consultant @
2012 -
2014 Investor Services Representative @
2010 -
2012 Portfolio Accountant @
James Flaherty Education
University of Massachusetts at Amherst - Isenberg School of Management
BBA (Finance)
2006
-
2010
Boston Latin School
James Flaherty Skills
Bloomberg
Mutual Funds
Fixed Income
Microsoft Excel
PowerPoint
Microsoft Office
Fund Accounting
Microsoft Word
Customer Service
Equities
Fund Administration
Securities
Corporate Actions
Financial Analysis
Latin
Global Asset Management
Financial Services
James Flaherty Summary
James Flaherty, based in Boston, MA, US, is currently a Vice President, Institutional and Consultant Relations at Natixis Investment Managers. James Flaherty brings experience from previous roles at Natixis Investment Managers and BlackRock. James Flaherty holds a 2006 - 2010 BBA in Finance @ University of Massachusetts at Amherst - Isenberg School of Management. With a robust skill set that includes Bloomberg, Mutual Funds, Fixed Income, Microsoft Excel, PowerPoint and more. James Flaherty has 4 emails and 1 mobile phone numbers on RocketReach.
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