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James Lund Location
Boca Raton, FL, US
James Lund Work
James Lund (October 2023 - Present)
VP-Financial Consultant @ (June 2020 - Present)
Associate Financial Consultant @ (August 2019 - June 2020)
Investment Consultant @ (July 2017 - August 2019)
Trading Specialist @ (December 2015 - July 2017)
Account Executive @ (June 2015 - October 2015)
James Lund Education
Florida State University
Bachelor of Science (BS) (Finance, Investments)
2011-2015
James Lund Skills
Big Data
Consultative Selling
Customer Relationship Management (CRM)
Customer Service
Finance
Financial Analysis
Investments
Microsoft Excel
Microsoft SQL Server
Natural Gas Trading
Portfolio Management
Relating to Clients
Relationship Building
Sales
Tableau
Volatility Arbitrage
James Lund Summary
James Lund, based in Boca Raton, FL, US, is currently a James Lund at Self Employed. James Lund brings experience from previous roles at Charles Schwab. James Lund holds a 2011 - 2015 Bachelor of Science (BS) in Finance, Investments @ Florida State University. With a robust skill set that includes Big Data, Consultative Selling, Customer Relationship Management (CRM), Customer Service, Finance and more. James Lund has 1 emails and 2 mobile phone numbers on RocketReach.
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