James Mseem Email & Phone Number
Financial Planning Analyst @ Tiras Wealth Management
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James Mseem Location
- Houston, TX, US
James Mseem Work
- Financial Planning Analyst @ (July 2026 - Present)
- Senior Planning Associate @ (September 2025 - April 2026)
- Portfolio Manager @ (August 2023 - September 2025)
- Associate Financial Planner @ (September 2022 - August 2023)
- ESG Summer Analyst @ (May 2022 - August 2022)
- Student Fellow @ (August 2021 - May 2022)
- Associate Financial Consultant @ (February 2020 - November 2020)
- Investment Consultant @ (November 2019 - February 2020)
- High Net Worth Specialist @ (August 2019 - November 2019)
- Financial Service Professional @ (April 2019 - August 2019)
- Associate Financial Service Professional @ (June 2018 - April 2019)
- Public Relations and Social Media Director @ (January 2019 - January 2020)
- Head Supervisor @ (August 2017 - May 2018)
- Founder and President (IU Student Chapter) @ (July 2017 - May 2018)
- Marketing and Litigation Support Intern @ (May 2017 - August 2017)
- Assistant Studio Manager @ Pinot's Palette Wesley Chapel (May 2017 - August 2017)
- Futsal Evaluator @ (January 2016 - December 2016)
- Intramural Assistant Supervisor @ (January 2016 - December 2016)
- Futsal and Soccer League Official @ (January 2015 - December 2016)
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 and Services)
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 2 emails and 2 mobile phone numbers on RocketReach.
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