James McCaffrey Email & Phone Number
Senior Managing Director, Corporate Strategy @ Cetera Financial Group
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James McCaffrey Location
- San Diego, CA, US
James McCaffrey Work
- 2018 -now Senior Managing Director, Corporate Strategy @
- 2018 -now Senior Managing Director @
- 2018 -now Senior Vice President @
- 2015 -2017 Chief Operating Officer @
- 2012 -2014 Chief Financial Officer @
- 2010 -2012 Executive Advisor @
- 2010 -2011 Board Member @
- 2008 -2011 Board Member @
- 2005 -2009 President and Chief Operations Officer @ Sand Hill Advisors
- 2002 -2004 Vice President - Finance @
- 1997 -2001 Senior Vice President @
James McCaffrey Education
- Southern Oregon University
Bachelor Of Science (Business Administration, Mathematics)
James McCaffrey Skills
- Strategic Planning
- Strategy Development
- Process Improvement
- Start-ups
- Business Planning
- Business Strategy
- Product Development
- Change Management
- New Business Development
- P&L Management
- Negotiation
- Contract Negotiations
- Financial Analysis
- Asset Management
- Mergers
- Executive Management
- Organizational Effectiveness
- Small Business
- Vendor Management
- Strategic Consulting
- Enterprise Risk Management
- Asset Managment
- Investment Strategies
- Capital Markets
- IPO
- Treasury Management
- Succession Planning
- Mergers & Acquisitions
- Strategy
- Investments
- Finance
- Contract Negotiation
- Strategic Financial Planning
- Financial Services
- Management
- Business Analysis
- Banking
- Leadership
- Business Development
- Operations Management
- Management Consulting
- Wealth Management
- Portfolio Management
- Marketing
- Marketing Strategy
- Start Ups
- Mergers and Acquisitions
James McCaffrey Summary
- James McCaffrey, based in San Diego, CA, US, is currently a Senior Managing Director, Corporate Strategy at Cetera Financial Group. James McCaffrey brings experience from previous roles at Cetera Financial Group, Chamberlain Group and Nestwise. James McCaffrey holds a Bachelor Of Science in Business Administration, Mathematics @ Southern Oregon University. With a robust skill set that includes Strategic Planning, Strategy Development, Process Improvement, Start-ups, Business Planning and more. James McCaffrey has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Cetera Financial Group Employees
Jon Anderson
Managing Director, Head of Workplace and Retirement
San Diego, CA, US
Tom Halloran
President and CEO of Cetera Advisors
Wellesley, MA, US
Casper Thomsen
Managing Director, Head of Enterprise Data
Texas, United States
Mike Ragunas
Chief Technology Officer
Denver, CO, US
Edward O'Brien
Chief Operating Officer
Boston, MA, US
Todd MacKay
President, Cetera Wealth Management
Evergreen, CO, US
Jennifer Hanau
President, RIA and Branches Channel
Boulder, CO, US
Summer Pretzer
Senior Vice President, Head of Risk Controls
San Diego, CA, US
Christian Mitchell
President, Cetera Solutions
San Diego, CA, US
Maxwell Razzore
Vice President - Program Manager
San Diego, CA, US
Rodney Peters
Managing Director, Operations
Arlington, TX, US
Adeline Wong
SVP, Head of Retirement Plan Programs and Strategy
San Diego, CA, US
Deepti Tivel
Managing Director, Head of Talent Acquisition
San Diego, CA, US
Jeff Buchheister
Chief Financial Officer
San Diego, CA, US
Andy Watts
President, Tax Channel
Texas, United States
Scott Hennon
Chief Information Security Officer and Head of Enterprise IT Risk Management
Florida, United States
Andrea Shane
Managing Director, Head of Sales and Growth Operations
Florida, United States
Michael Durbin
Chief Executive Officer
United States
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