James Kaufman Email & Phone Number
Managing Partner, Senior Wealth Management Advisor @ OpenArc Corporate Advisory
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James Kaufman Location
- Atlanta, GA, US
James Kaufman Work
- 2025 - now Managing Partner, Senior Wealth Management Advisor @
- 1998 - 2025 Senior Financial Advisor, Managing Director @
James Kaufman Education
- Colby College
Bachelor's Degree (Economics)
1983 - 1987
James Kaufman Skills
- Portfolio Management
- Customer Service
- Investments
- Financial Reporting
- Finance
- Banking
- Wealth Management
- Classical Music Concerts
- Eventmanagement
- Concertmanagement
- Veranstaltungsmanagement
James Kaufman Summary
- James Kaufman, based in Atlanta, GA, US, is currently a Managing Partner, Senior Wealth Management Advisor at OpenArc Corporate Advisory. James Kaufman brings experience from previous roles at Merrill Lynch Wealth Management. James Kaufman holds a 1983 - 1987 Bachelor's Degree in Economics @ Colby College. With a robust skill set that includes Portfolio Management, Customer Service, Investments, Financial Reporting, Finance and more. James Kaufman has 2 emails and 1 mobile phone numbers on RocketReach.
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