James Mseem Email & Phone Number
Financial Planning Analyst @ Tiras Wealth Management
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James Mseem Location
- Houston, TX, US
James Mseem Work
- 2026 -now Financial Planning Analyst @
- 2025 -2026 Senior Planning Associate @
- 2023 -2025 Portfolio Manager @
- 2022 -2023 Associate Financial Planner @
- 2022 -2022 ESG Summer Analyst @
- 2021 -2022 Student Fellow @
- 2020 -2020 Associate Financial Consultant @
- 2019 -2020 Investment Consultant @
- 2019 -2019 High Net Worth Specialist @
- 2019 -2019 Financial Service Professional @
- 2018 -2019 Associate Financial Service Professional @
- 2019 -2020 Public Relations and Social Media Director @
- 2017 -2018 Head Supervisor @
- 2017 -2018 Founder and President (IU Student Chapter) @
- 2017 -2017 Marketing and Litigation Support Intern @
James Mseem Education
- Georgia Institute of Technology
Masters in Sustainable Energy and Environmental Management (Environmental Science)
2021-2022 - Indiana University Bloomington
High School (Financial Planning Association Recreational Sports Pi Kappa Alpha)
2014-2018
James Mseem Skills
- Investment Management
- Equity Research
- Analytical Skills
- Trading Systems
- Financial Planning
- Wealth Management
- Retirement Planning
- Portfolio Management
- Investments
- ESG
- Financial Analysis
- Asset Management
- Geographic Information Systems (GIS)
- Sustainability
- Waste Management
- Sustainable Energy
- Environmental Management Systems
- Microsoft Excel
- Microsoft Word
- Access
- Teamwork
- Public Speaking
- Social Skills
- Leadership
- Constructive Feedback
- Social Networking
- Microsoft Office
- Customer Service
- PowerPoint
- Research
- Management
- Marketing
- Social Media
- Event Planning
- Time Management
- Team Leadership
James Mseem Summary
- James Mseem, based in Houston, TX, US, is currently a Financial Planning Analyst at Tiras Wealth Management. James Mseem brings experience from previous roles at Modera Wealth Management, Teach Plan Retire & AEL Wealth Management and Crestview Partners. James Mseem holds a 2021 - 2022 Masters in Sustainable Energy and Environmental Management in Environmental Science @ Georgia Institute of Technology. With a robust skill set that includes Investment Management, Equity Research, Analytical Skills, Trading Systems, Financial Planning and more. James Mseem has 1 emails and 2 mobile phone numbers on RocketReach.
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