James Horrocks's Location
Danvers, MA, US
James Horrocks's Work
- Senior Vice President @ OneDigital Health and Benefits
- Chief Executive Officer | CFP® @ Coastal Capital Group, LLC
- Managing Director @ Integrated Financial Partners
- Financial Advisor CFP @ ステート・ストリート・グローバル・アドバイザーズ（株）
- Financial Analyst @ New England Mutual
James Horrocks's Education
- Boston University Graduate School of Management
Master of Business Administration (MBA) (Finance and Financial Management Services)
- University of Massachusetts, Amherst
Bachelor of Science Degree (Finance and Financial Management Services)
James Horrocks's Skills
- Certified Financial Planner
- Business Development
- Strategic Financial Planning
- Financial Analysis
- Strategy
- Financial Services
- Accredited Investment Fiduciary
- Wealth Management Services
- Edition
- Microsoft Excel
James Horrocks's Summary
James Horrocks, based in Danvers, MA, US, is currently a Senior Vice President at OneDigital, bringing experience from previous roles at TimeScale Financial, Integrated Financial Partners, State Street Global Advisors and New England Mutual. James Horrocks holds a Master of Business Administration (MBA) in Finance and Financial Management Services @ Boston University Graduate School of Management. With a robust skill set that includes Certified Financial Planner, Business Development, Strategic Financial Planning, Financial Analysis, Strategy and more, James Horrocks contributes valuable insights to the industry. James Horrocks has 5 emails on RocketReach.
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Nicholle Trugman
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Nancy Grasso
Principal and Regional Vice President of Growth and Development at OneDigital Health and Benefits
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Co-Founder & Chief Growth Officer at OneDigital Health and Benefits
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