James Joo Email & Phone Number
Senior Financial Advisor @ Lang Advisors, LLC
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James Joo Location
- Cincinnati, OH, US
James Joo Work
- 2022 -now Senior Financial Advisor @
- 2021 -2022 Vice President and Senior Investment Advisor @
- 1999 -2021 Vice President and Senior Portfolio Manager @
- 1997 -1999 Financial Advisor @ Lincoln Financial
James Joo Education
- Xavier University
BSBA (Finance)
1995-1999
James Joo Skills
- Equity Derivatives
- Fixed-Income Investing
- Derivatives Trading
- Portfolio Management
- Finance
- Derivatives
- Wealth Management
- Investments
- Asset Management
- Investment Strategies
- Securities
- Alternative Investments
- Mutual Funds
- ETFs
- Wealth Management Services
- Investment Advisory
- Bonds
- Equity Valuation
- High Net Worth Individuals
- Trading
- Relationship Management
- Structured Products
- Financial Advisory
- Options
- Financial Services
- Economics
- Hedging
- Trust Services
- Tactical Asset Allocation
- Separately Managed Accounts
- Retirement
- Wealth
- Retirement Planning
- Capital Markets
- Commercial Lending
- Credit Analysis
- Credit
- Equities
- Asset Allocation
- Hedge Funds
- Equity Research
- Financial Analysis
- Investment Management
- Fixed Income
- Business Development
- Management
- Microsoft Excel
- Leadership
- Banking
- Strategic Planning
James Joo Summary
- James Joo, based in Cincinnati, OH, US, is currently a Senior Financial Advisor at Journey Advisory Group, LLC. James Joo brings experience from previous roles at PNC, The Private Client Reserve of US Bank and Lincoln Financial. James Joo holds a 1995 - 1999 BSBA in Finance @ Xavier University. With a robust skill set that includes Equity Derivatives, Fixed-Income Investing, Derivatives Trading, Portfolio Management, Finance and more. James Joo has 1 emails and 3 mobile phone numbers on RocketReach.
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