2019 -2026 Senior Vice President Compliance and Operational Risk Manager @
2013 -2018 Franchise Owner @
2002 -2012 Vice President, Investment Advisor @
1989 -2002 Vice President, Portfolio Manager @
1987 -1988 Financial Consultant @
James Maze Education
Rutgers, The State University of New Jersey-New Brunswick
BA (Economics)
1983-1987
James Maze Skills
Customer Retention
Wealth Management
Portfolio Management
Microsoft Access
Client Development
Microsoft Excel
Equity Derivatives
Trusts
Fixed Income
Investment Advisory
Equities
Alternative Investments
Leadership
Financial Advisory
Banking
Bonds
Retirement Planning
Wealth Management Services
Capital Markets
Derivatives
Investments
Bloomberg
Finance
FactSet
Investment Management
Asset Allocation
Financial Services
Mutual Funds
Equity Research
Microsoft Office
Investment Strategies
Excel Pivot
Asset Management
Big Data
Risk Management
Options Strategies
Financial Analysis
Management
Research
Trading
Excel models
Options
Series 7
Securities
Hedge Funds
Python Programming Language
Financial Markets
Python
James Maze Summary
James Maze, based in New York, NY, US, is currently a Senior Advisor - Cybersecurity and Technology Governance at Fiserv. James Maze brings experience from previous roles at Bank of America, CPR Cell Phone Repair, PNC Wealth Management and Merrill Lynch Investment Managers. James Maze holds a 1983 - 1987 BA in Economics @ Rutgers, The State University of New Jersey-New Brunswick. With a robust skill set that includes Customer Retention, Wealth Management, Portfolio Management, Microsoft Access, Client Development and more. James Maze has 1 emails and 2 mobile phone numbers on RocketReach.
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