James Milroy's Location
Lakewood, Colorado, United States
James Milroy's Work
- Financial Representative @ Fidelity Investments
- Manager, Sales and Consignment @ Archives International Auctions
- Associate Investment Advisor @ CIBC
- Mutual Fund Operations Officer @ TD
James Milroy's Education
- Queen's University
Bachelor Of Arts (Sociology)
1998 - 2002 - CFA Institute
James Milroy's Skills
- Financial Analysis
- Customer Service
- Customer Relationship Management (CRM)
- Research
- Asset Allocation
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Portfolio Management
- Customer Relationship Management Crm
James Milroy's Summary
James Milroy, based in Lakewood, Colorado, United States, is currently a Financial Representative at Fidelity Investments, bringing experience from previous roles at Archives International Auctions, Cibc and Td. James Milroy holds a 1998 - 2002 Bachelor Of Arts in Sociology @ Queen's University. With a robust skill set that includes Financial Analysis, Customer Service, Customer Relationship Management (CRM), Research, Asset Allocation and more, James Milroy contributes valuable insights to the industry. James Milroy has 1 email on RocketReach.
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