James Mcsi Email & Phone Number
Country Manager United States of America @ Blacktower Financial Management (US) LLC
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James Mcsi Location
- Miami, FL, US
James Mcsi Work
- 2024 -now Country Manager United States of America @
- 2022 -now USA Investment Advisor Representative CRD#7646924 @
- 2020 -now Chartered MCSI International Financial Advisor #180928 CRD#7646924 @
- 2018 -2020 Vice President @
- 2015 -2018 Partner @
- 2012 -2015 Associate Partner @
- 2005 -2010 Executive Director @ Cardinal Packaging
- 1999 -2005 British Army Officer @
- 1996 -2000 Special Police Constable @
- 1995 -1995 Volunteer @
James Mcsi Education
- Kaplan University
Series 65 (Uniform Investment Adviser Law Examination)
2021-2022 - Oxford Lifelong Learning, University of Oxford
Macroeconomics (International Economics)
2020-2020 - The Chartered Institute for Securities & Investment (The CISI)
Chartered MCSI Wealth Management (Risk, Tax, Investment and Securities Certificates)
2014-2016 - Royal Military Academy Sandhurst
Regular Army Officer (Leadership)
2003-2004 - Nottingham Trent University
Dip HE of Science (Dip HE) (Combined Science)
1997-2001 - The Chartered Institute for Securities & Investment (The CISI)
Investment Advice Diploma - UK FCA Level 4 (Investments and Securities)
James Mcsi Skills
- Change Management
- Retirement Planning
- Defence
- Army
- Operational Planning
- Account Management
- Project Planning
- Wealth Management
- Military
- Offshore Investments
- Event Management
- Ministry Of Defence
- Team Building
- Team Leadership
- Strategic Financial Planning
- Strategic Planning
- Operations Management
- Leadership
- Savings and Investments
- Crisis Management
James Mcsi Summary
- James Mcsi, based in Miami, FL, US, is currently a Country Manager United States of America at Blacktower Financial Management (US) LLC. James Mcsi brings experience from previous roles at Blacktower Financial Management (US) LLC, Blacktower Financial Management (International) Limited, Holborn Assets LLC and Finsbury Associates. James Mcsi holds a 2021 - 2022 Series 65 in Uniform Investment Adviser Law Examination @ Kaplan University. With a robust skill set that includes Change Management, Retirement Planning, Defence, Army, Operational Planning and more. James Mcsi has 3 emails and 2 mobile phone numbers on RocketReach.
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