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
- Senior Managing Director, Corporate Strategy @ (February 2018 - Present)
- Senior Managing Director @ (February 2018 - Present)
- Senior Vice President @ (February 2018 - Present)
- Chief Operating Officer @ (April 2015 - August 2017)
- Chief Financial Officer @ (December 2012 - January 2014)
- Executive Advisor @ (December 2010 - November 2012)
- Board Member @ (November 2010 - July 2011)
- Board Member @ (July 2008 - July 2011)
- President and Chief Operations Officer @ Sand Hill Advisors (January 2005 - December 2009)
- Vice President - Finance @ (August 2002 - December 2004)
- Senior Vice President @ (July 1997 - October 2001)
James McCaffrey Education
- Southern Oregon University
Bachelor Of Science (Business Administration, Mathematics)
James McCaffrey Skills
- Asset Management
- Asset Managment
- Banking
- Business Analysis
- Business Development
- Business Planning
- Business Strategy
- Capital Markets
- Change Management
- Contract Negotiation
- Contract Negotiations
- Enterprise Risk Management
- Executive Management
- Finance
- Financial Analysis
- Financial Services
- IPO
- Investment Strategies
- Investments
- Leadership
- Management
- Management Consulting
- Marketing
- Marketing Strategy
- Mergers
- Mergers & Acquisitions
- Negotiation
- New Business Development
- Operations Management
- Organizational Effectiveness
- P&L Management
- Portfolio Management
- Process Improvement
- Product Development
- Small Business
- Start-ups
- Strategic Consulting
- Strategic Financial Planning
- Strategic Planning
- Strategy
- Strategy Development
- Succession Planning
- Treasury Management
- Vendor Management
- Wealth Management
- 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 Asset Management, Asset Managment, Banking, Business Analysis, Business Development and more. James McCaffrey has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Cetera Financial Group Employees
Prashant Sarode
Managing Director, Head of AI
Charlotte, NC, US
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
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Managing Director, Head of Talent Acquisition
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Jeff Buchheister
Chief Financial Officer
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Andy Watts
President, Tax Channel
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Scott Hennon
Chief Information Security Officer and Head of Enterprise IT Risk Management
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Michael Durbin
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