Director @ Citi Private Bank (May 2019 - June 2023)
Wealth Advisor - Wells Fargo Private Bank @ (February 2014 - April 2019)
Vice President @ (June 2010 - February 2014)
Financial Advisor @ (September 2006 - March 2010)
CEO and Founder @ Dorse Architectural (January 1997 - September 2006)
Commercial Marketing Manager @ (January 1993 - January 1997)
James Harding Education
Seattle University
Masters (Finance)
2002-2005
Villanova University
BS (Economics)
1982-1986
James Harding Skills
Investments
Risk Management
Investment Advisory
Portfolio Management
Finance
Investment Strategies
Sales
Investment Management
Entrepreneurship
Coaching
Financial Services
Asset Management
Asset Allocation
Financial Modeling
Wealth Management Services
Private Equity
Alternative Investments
Advisory Services
Advisory
Wealth Management
Financial Analysis
Management
Marketing Strategy
Services
James Harding Summary
James Harding, based in Kirkland, WA, US, is currently a Executive Director, Banker at J.P. Morgan Private Bank. James Harding brings experience from previous roles at Citi Private Bank, Wells Fargo, Goldman Sachs and Brighton Jones. James Harding holds a 2002 - 2005 Masters in Finance @ Seattle University. With a robust skill set that includes Investments, Risk Management, Investment Advisory, Portfolio Management, Finance and more. James Harding has 5 emails and 2 mobile phone numbers on RocketReach.
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