James MacLeod Location
- Los Angeles, CA, US
James MacLeod Work
- 2024 -now Executive Director @
- 2012 -2024 Senior Vice President - All Channels @
- 2011 -2012 Financial Advisor @
- 2009 -2011 Independent Financial Advisor @
- 2009 -2009 Independent Financial Advisor @
- 2008 -2009 Regional Vice President - Wholesaler Greater Los Angeles @
- 2000 -2008 Senior Vice President - Wholesaler Greater Los Angeles @
James MacLeod Education
- Yale University
CIMA® Certification Registered Education Program (Investment Management Theory and Practice)
2019-2020 - College for Financial Planning
Certified Financial Planner (CFP)
2009-2011 - Virginia Wesleyan University
Bachelor of Arts (B.A.) (Liberal Arts Marketing Program)
1993-1997
James MacLeod Skills
- Mutual Funds
- Separately Managed Accounts
- Variable Annuities
- Finance
- Series 63
- Investments
- Retirement Planning
- Wealth Management
- Financial Advisory
- Series 7
- Asset Allocation
- Financial Services
- Project Management
- Strategy
- Customer Service
- Strategic Planning
- Marketing
- Financial Reporting
- Public Speaking
James MacLeod Summary
- James MacLeod, based in Los Angeles, CA, US, is currently a Executive Director at Eaton Vance. James MacLeod brings experience from previous roles at Amundi US, UNIFY Financial Credit Union, Cetera Financial Group and LPL Financial. James MacLeod holds a 2019 - 2020 CIMA® Certification Registered Education Program in Investment Management Theory and Practice @ Yale University. With a robust skill set that includes Mutual Funds, Separately Managed Accounts, Variable Annuities, Finance, Series 63 and more. James MacLeod has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Eaton Vance Employees
Katy Burke
Vice President and Counsel
Boston, MA, US
Kathy Kreider
Vice President
Boston, MA, US
Gregor Yuska
Regional Vice President
Chesterfield, MO, US
Anne Gallagher
VP, Performance and Analytics
Boston, MA, US
Jeff Selby
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United States
Ralph Hinckley
Vice President and Portfolio Manager
Boston, MA, US
Andrew Spero
Vice President
Denver, CO, US
Michael Turgel
Vice President
Boston, MA, US
Sam Reinhart
Vice President, Regional Director
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Michael Collins
Senior Vice President
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