James Mcsi Email & Phone Number
Founder and Executive Director @ Eton Harris Group
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James Mcsi Location
- United Kingdom
James Mcsi Work
- 2018 -now Founder and Executive Director @
- 2014 -now Managing Director @
- 2012 -2014 Managing Director deVere Germany Gmbh @
- 2009 -2014 Country Manager @
- 2007 -2009 Area Manager @
- 2006 -2007 Senior Consultant @
- 2003 -2006 Independent Financial Advisor @
- 2002 -2003 Regional Sales Manager @
- 2001 -2002 New Business Manager @ John Paul Associates
- 2000 -2001 Cisco Sales Expert @
James Mcsi Education
- Bearwood College 1991-1996
- Holme Grange 1982-1991
- University of Portsmouth
Leisure Resource Management
- Chartered Insurance Institute
Award in Financial Planning (Leisure Resource Management)
- The Febelfin Institute
Prevention of Money Laundering and Financing of Terrorism
- Chartered Institute of Securities & Investments
Introduction to Securities & Investments ( International )
- Chartered Institute of Securities & Investments
International Certificate in Wealth Management
- University of Portsmouth
James Mcsi Skills
- Pensions
- Investments
- Financial Services
- Financial Advisory
- Portfolio Management
- Management
- Retirement Planning
- Wealth Management
- Financial Planning
- QROPS
- Finance
- Investment Advisory
- Strategy
- New Business Development
- Strategic Financial Planning
- Asset Management
- Insurance
- Leadership
- Savings
- Sales Management
- Business Strategy
- Negotiation
- Team Leadership
- Investment Strategies
- Inheritance Tax Planning
- Financial Risk
- Mutual Funds
- Financial Planners
- Retirement
- High Net Worth Individuals
- Alternative Investments
- Budgets
- Banking
- Wealth Management Services
- Coaching
- EURBS
- Personal Finance
- Asset Allocation
- Recruiting
- Sales
- Training & Development
- Team Motivator
- Pension Transfer
- Education Planning
- Sales Process
- Selling
- Customer Focus
- Transfer
- Team Building
- Training
- See 34+see Less
- Training and Development
- Income Protection
- Strategic Financial
- High Net Worth
- Strategic Planning
- Business Development
- Personal Pensions
James Mcsi Summary
- James Mcsi, based in United Kingdom, is currently a Founder and Executive Director at The Eton Harris Group. James Mcsi brings experience from previous roles at Chartercross Capital Management, deVere Germany and deVere Group. James Mcsi holds a 1991 - 1996 Bearwood College. With a robust skill set that includes Pensions, Investments, Financial Services, Financial Advisory, Portfolio Management and more. James Mcsi has 2 emails and 2 mobile phone numbers on RocketReach.
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