James K. Email & Phone Number
Managing Director @ Deloitte
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James K. Location
- Malvern, PA, US
James K. Work
- Managing Director @ (May 2024 - Present)
- Independent Consultant @ (January 2024 - February 2025)
- Head of Global Investment Operations @ (June 2014 - October 2023)
- Principal @ (February 2009 - October 2023)
- SVP Business Development @ NSX (May 2007 - January 2009)
- principal @ (January 1988 - January 2007)
- Principal @ (January 1988 - January 2007)
- Principal @ Vanguard Brokerage Services (January 1990 - January 2001)
James K. Education
- Marple Newtown High School 1981-1984
- Immaculata University
BA (Org Dynamics)
James K. Skills
- 401k
- Asset Allocation
- Asset Management
- Communication
- ETFs
- Equities
- Executive Management
- FINRA
- Financial Services
- Fixed Income
- Investments
- Mutual Funds
- Options
- Portfolio Management
- Securities
- Separately Managed Accounts
- Series 24
- Series 63
- Series 7
- Trading
James K. Summary
- James K., based in Malvern, PA, US, is currently a Managing Director at Deloitte. James K. brings experience from previous roles at MBO Partners, Vanguard and NSX. James K. holds a 1981 - 1984 Marple Newtown High School. With a robust skill set that includes 401k, Asset Allocation, Asset Management, Communication, ETFs and more. James K. has 2 emails and 2 mobile phone numbers on RocketReach.
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