James Heaney's Location

Philadelphia, PA, US

James Heaney's Work

James Heaney's Education

  • Duke University - The Fuqua School of Business

    MBA (Finance)

    2009 - 2011
  • Penn State University

    BS (Finance)

    2000 - 2004

James Heaney's Skills

  • Portfolio Management
  • Financial Analysis
  • Series 7
  • Series 63
  • Series 55
  • Portfolio Trading
  • Asset Allocation
  • Hedge Funds
  • Business Development
  • Project Management

James Heaney's Summary

James Heaney, based in Philadelphia, PA, US, is currently a Banker at J.P. Morgan Private Bank, bringing experience from previous roles at J.P. Morgan Private Bank, UBS and JPMorgan. James Heaney holds a 2009 - 2011 MBA in Finance @ Duke University - The Fuqua School of Business. With a robust skill set that includes Portfolio Management, Financial Analysis, Series 7, Series 63, Series 55 and more, James Heaney contributes valuable insights to the industry. James Heaney has 2 emails and 1 mobile phone number on RocketReach.
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