James Messner Email & Phone Number
Senior Portfolio Strategist @ Kennedy Investment Group
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James Messner Location
- Woodbury, NJ, US
James Messner Work
- 2024 -now Senior Portfolio Strategist @
- 2013 -2024 Research Analyst @
- 2013 -2013 FX Options and Hybrids Trade Support @
- 2013 -2013 Institutional FX Client Service @
- 2011 -2013 FX Option Settlements @
- 2010 -2011 Consultant - Equity Regulatory Reporting @ JP Morgan Chase & Co
- 2009 -2010 Finance Manager @
- 2009 -2009 Portfolio Management Intern @ Glenmede Trust Company
- 2006 -2006 Investment Advisory Intern @ Kennedy Investment Group
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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