James Mccallister's Location
Hellertown, PA, US
James Mccallister's Work
- Assistant Director, Fund Accounting and Operations @ SEI
- Director of Operations, Compliance, and Asset Management @ Hearthfire Holdings
- Operations and Client Service Manager @ Legacy Advisors
- Chief Compliance Officer @ Legacy Advisors
- Investment Operations Supervisor @ SEI
- Investment Operations Specialist @ SEI
- Senior Analyst - Investment Operations @ SEI
James Mccallister's Education
- Penn State University
Master of Science (M.S.) (Finance)
2012 - 2014 - Penn State University
Bachelor of Applied Science (B.A.Sc.) (Accounting)
2006 - 2010
James Mccallister's Skills
- Accounting
- Microsoft Excel
- Securities
- Bloomberg
- Financial Modeling
- Advent Geneva
- Investone
- Corporate Actions
- Asset Backed Securitization
- Pricing
James Mccallister's Summary
James McCallister, based in Hellertown, PA, US, is currently a Assistant Director, Fund Accounting and Operations at SEI, bringing experience from previous roles at Hearthfire Holdings, Legacy Advisors and SEI. James McCallister holds a 2012 - 2014 Master of Science (M.S.) in Finance @ Penn State University. With a robust skill set that includes Accounting, Microsoft Excel, Securities, Bloomberg, Financial Modeling and more, James McCallister contributes valuable insights to the industry. James McCallister has 4 emails and 1 mobile phone number on RocketReach.
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