James Messner Email & Phone Number
Senior Portfolio Strategist @ Kennedy Investment Group
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James Messner Location
- Woodbury, NJ, US
James Messner Work
- Senior Portfolio Strategist @ (May 2024 - Present)
- Research Analyst @ (November 2013 - May 2024)
- FX Options and Hybrids Trade Support @ (July 2013 - November 2013)
- Institutional FX Client Service @ (January 2013 - July 2013)
- FX Option Settlements @ (July 2011 - January 2013)
- Consultant - Equity Regulatory Reporting @ JP Morgan Chase & Co (September 2010 - July 2011)
- Finance Manager @ (September 2009 - September 2010)
- Portfolio Management Intern @ Glenmede Trust Company (June 2009 - August 2009)
- Investment Advisory Intern @ Kennedy Investment Group (March 2006 - May 2006)
James Messner Education
- Rutgers University - Camden
BS (Finance)
2007-2009 - Rowan University
(Management)
2005-2007 - CFA Institute
CFA
- Deptford High School
James Messner Skills
- Portfolio Management
- Financial Modeling
- Management
- Derivatives
- FX Options
- Investments
- Microsoft Excel
- Trading
- Equity Derivatives
- Financial Analysis
- Options
- Equities
James Messner Summary
- James Messner, based in Woodbury, NJ, US, is currently a Senior Portfolio Strategist at Kennedy Investment Group. James Messner brings experience from previous roles at Glenmede Investment Management, JPMorgan Chase & Co. and JPMorgan Chase. James Messner holds a 2007 - 2009 BS in Finance @ Rutgers University - Camden. With a robust skill set that includes Portfolio Management, Financial Modeling, Management, Derivatives, FX Options and more. James Messner has 4 emails and 6 mobile phone numbers on RocketReach.
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