James Horrocks Email & Phone Number
Senior Vice President @ OneDigital Health and Benefits
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James Horrocks Location
- Danvers, MA, US
James Horrocks Work
- 2022 -now Senior Vice President @
- 2010 -now Chief Executive Officer | CFP® @ TimeScale Financial
- 1997 -now Managing Director @ Integrated Financial Partners
- 1996 -1997 Financial Advisor CFP @ State Street Global Advisors
- 1994 -1995 Financial Analyst @ New England Mutual
James Horrocks 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 Skills
- Certified Financial Planner
- Business Development
- Strategic Financial Planning
- Financial Analysis
- Strategy
- Financial Services
- Accredited Investment Fiduciary
- Wealth Management Services
- Edition
- Microsoft Excel
- Financial Advisory
- Wealth Management
- AIF
- SQL
- Microsoft Office
James Horrocks Summary
- James Horrocks, based in Danvers, MA, US, is currently a Senior Vice President at OneDigital. James Horrocks brings 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), 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 has 1 emails and 1 mobile phone numbers on RocketReach.
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