James Mathis Email & Phone Number
Managing Partner
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James Mathis Location
- Dallas, TX, US
James Mathis Work
- 2011 -now Managing Partner @ Echelon Investment Management
- 2011 -now Managing Partner @ Echelon Investment Management
- 2015 -2022 Senior Vice President Investments @
- 2011 -2015 Managing Partner @ Aspen Equity Partners LLC
- 1994 -2009 Senior Vice President Equity Capital Markets @
James Mathis Education
- The University of Texas at Arlington
- University of Hawaii at Manoa
James Mathis Skills
- Wealth Management
- Asset Management
- Investment Management
- Trading
- Fixed Income
- Risk Management
- Alternative Investments
- Series 7
- Money Management
- Securities
- Series 63
- Options
- Electronic Trading
- Bonds
- Investment Banking
- Financial Markets
- Derivatives
- Series 24
- Asset Managment
- Trading System
- Equities
- Equity Trading
- Traders
- Portfolio Management
- Mutual Funds
- Asset Allocation
- Schwab Performance Technologies
- RealTick
- Salesforce.com
- Business Development
- Strategic Planning
- Social Media Marketing
- Financial Services
- Blogging
- Financial Advisory
- Negotiation
- Conflict Management
- Investments
- Capital Markets
- Sales Management
- Finra
- Equity
James Mathis Summary
- James Mathis, based in Dallas, TX, US, is currently a Managing Partner at Echelon Investment Management. James Mathis brings experience from previous roles at Echelon Investment Management, First Financial Equity Corporation, Aspen Equity Partners LLC and First Southwest Company. James Mathis holds a The University of Texas at Arlington. With a robust skill set that includes Wealth Management, Asset Management, Investment Management, Trading, Fixed Income and more. James Mathis has 1 emails and 3 mobile phone numbers on RocketReach.
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