James McAllister Email & Phone Number
VICE PRESIDENT, WWS | FINANCIAL ADVISOR, RJFS @ Woodforest Wealth Strategies
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James McAllister Location
- Houston, TX, US
James McAllister Work
- 2021 -now VICE PRESIDENT, WWS | FINANCIAL ADVISOR, RJFS @
- 2015 -2021 Financial Consultant @
- 2008 -2015 Management @ Wells Fargo Advisors, LLC
- 2005 -2007 Senior Trading Analyst, Business Analyst @
James McAllister Education
- Texas Tech University - Rawls College of Business
Bachelor's Degree (Business Administration and Management, General)
James McAllister Skills
- Financial Operations
- Equity Trading
- Trade Compliance
- Management
- Budget Analysis
- Client Services
- Series 7
- Series 63
- ThomsonOne
- Bloomberg Terminal
- PowerPoint
- Notary Public
- Microsoft Excel
- Microsoft Office
- Process Improvement
- Financial Modeling
- Financial Analysis
- Portfolio Management
- Series 66
- General Insurance
- Team Leadership
- Retirement Planning
- Marketing Strategy
- Leadership
- Strategic Planning
- Analysis
- Sales
- Financial Reporting
- Customer Service
James McAllister Summary
- James McAllister, based in Houston, TX, US, is currently a VICE PRESIDENT, WWS | FINANCIAL ADVISOR, RJFS at Woodforest Wealth Strategies. James McAllister brings experience from previous roles at Comerica Securities Inc, Wells Fargo Advisors, LLC and American General Securities Incorporated. James McAllister holds a Bachelor's Degree in Business Administration and Management, General @ Texas Tech University - Rawls College of Business. With a robust skill set that includes Financial Operations, Equity Trading, Trade Compliance, Management, Budget Analysis and more. James McAllister has 1 emails and 1 mobile phone numbers on RocketReach.
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