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
- Senior Vice President @ (May 2022 - Present)
- Chief Executive Officer | CFP® @ TimeScale Financial (January 2010 - Present)
- Managing Director @ Integrated Financial Partners (January 1997 - Present)
- Financial Advisor CFP @ State Street Global Advisors (January 1996 - January 1997)
- Financial Analyst @ New England Mutual (January 1994 - January 1995)
James Horrocks Education
- Questrom School of Business, Boston University
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
- Financial Advisory
- Financial Analysis
- Strategic Financial Planning
- Wealth Management
- Wealth Management Services
- Business Development
- Strategy
- Financial Services
- Accredited Investment Fiduciary
- Edition
- Microsoft Excel
- 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) in Finance and Financial Management Services @ Questrom School of Business, Boston University. With a robust skill set that includes Certified Financial Planner, Financial Advisory, Financial Analysis, Strategic Financial Planning, Wealth Management and more. James Horrocks has 1 mobile phone numbers on RocketReach.
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