James McAteer Email & Phone Number
National Senior Manager, Client Relationship Team @ Capital Group Private Client Services
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James McAteer Location
- New York, NY, US
James McAteer Work
- 2023 -now National Senior Manager, Client Relationship Team @
- 2019 -2023 Vice President and Client Relationship Team Manager @
- 2018 -2019 Vice President, Team Lead @
- 2015 -2018 Vice President, Senior Relationship Specialist @
- 2013 -2015 Assistant Vice President, Manager, Private Wealth Management @
- 2012 -2013 Senior Associate, Private Wealth Management @
- 2010 -2011 Senior Risk Control Officer @
- 2008 -2009 Associate Portfolio Manager @
James McAteer Education
- SUNY Oneonta
Bachelor of Science (B.S.) (Business Economics | Concentration in Finance)
2004-2008
James McAteer Skills
- Project Management
- Business Strategy
- Management
- Finance
- Investments
- Asset Management
- Alternative Investments
- Equities
- Investment Strategies
- Microsoft Excel
- Hedge Funds
- Financial Analysis
- Investment Management
- Microsoft Office
- Business Development
- Wealth Management
- Banking
- Sales
James McAteer Summary
- James McAteer, based in New York, NY, US, is currently a National Senior Manager, Client Relationship Team at Capital Group Private Client Services. James McAteer brings experience from previous roles at Capital Group Private Client Services and Bernstein Global Wealth Management. James McAteer holds a 2004 - 2008 Bachelor of Science (B.S.) in Business Economics | Concentration in Finance @ SUNY Oneonta. With a robust skill set that includes Project Management, Business Strategy, Management, Finance, Investments and more. James McAteer has 3 emails and 1 mobile phone numbers on RocketReach.
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