James Ingram Email
Wealth Consultant @ Titan Wealth CI
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James Ingram Location
- Saint Helier, JE
James Ingram Work
- 2021 -now Wealth Consultant @
- 2011 -2021 Senior Financial Planner @
- 2005 -2011 Business Development Manager @
- 2001 -2005 Principal Account Manager @
- 1994 -2000 Supervisor @
James Ingram Education
- The Chartered Institute for Securities & Investment (The CISI)
Chartered FCSI: Private Client Investment Advice & Management ((Level 6))
- The Chartered Governance Institute
FCIS: 'Chartered Governance Professional' (Management, Corporate Finance, Governance, Accounting, Business Law, Information Systems (Level 7))
- Chartered Insurance Institute
DipPFS: Diploma in Regulated Financial Planning ((Level 4))
- CFA Society of the UK
IMC: Investment Management Certificate ((Level 3))
James Ingram Skills
- Golf
- Investments
- Financial Services
- Pensions
- Wealth Management
- Asset Management
- Portfolio Management
- Retirement Planning
- Wealth Management Services
- CRM
- Banking
- Protection
- Investment Advisory
- Investment Strategies
- Business Development
- Financial Advisory
- Wealth
- Retirement
- Mergers & Acquisitions
- Management
- Customer Relationship Management (CRM)
- Marketing Strategy
- Strategy
- Customer Relationship Management Crm
- Asset Managment
- Mergers and Acquisitions
James Ingram Summary
- James Ingram, based in Saint Helier, JE, is currently a Wealth Consultant at Titan Wealth CI. James Ingram brings experience from previous roles at Brooks Macdonald, Close Brothers, Mourant and EY. James Ingram holds a Chartered FCSI: Private Client Investment Advice & Management in (Level 6) @ The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Golf, Investments, Financial Services, Pensions, Wealth Management and more. James Ingram has 2 emails on RocketReach.
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James Ingram
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