James Orr Email & Phone Number

Managing Director - Wealth Mgmt, Private Wealth Advisor, Senior Portfolio Manager @ UBS Group AG

5 free lookup(s).

James Orr Location

Menlo Park, CA, US

James Orr Work

2009 - 2014 Director, Branch Manager @ UBS Group AG
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2000 - now Managing Director - Wealth Mgmt, Private Wealth Advisor, Senior Portfolio Manager @ UBS Group AG
2005 - 2009 Deputy Branch Manager @ UBS Group AG

2004 - 2005 Assistant Branch Manager @ UBS Group AG

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James Orr Education

University of Pennsylvania - The Wharton School
Finance (Masters of Business Administration (MBA))
2014 - 2016
The Ohio State University
(Industrial and Systems Engineering)
2000 - 2000
University of Illinois at Urbana-Champaign
Bachelor's degree (Psychology)
1995 - 1999

James Orr Skills

Alternative Investments
Wealth Management
FINRA

Securities
Series 63
Project Management
Investments
Banking
Asset Management
Marketing

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James Orr Summary

James Orr, based in Menlo Park, CA, US, is currently a Managing Director - Wealth Mgmt, Private Wealth Advisor, Senior Portfolio Manager at UBS. James Orr brings experience from previous roles at UBS Financial Services Inc.. James Orr holds a 2014 - 2016 Finance in Masters of Business Administration (MBA) @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Alternative Investments, Wealth Management, FINRA, Securities, Series 63 and more. James Orr has 6 emails and 2 mobile phone numbers on RocketReach.

James Orr Emails

Found 6 emails

James Orr Phone Numbers

Found 3 phone numbers

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Others Named James Orr

James Orr

Managing Director - Wealth Mgmt, Private Wealth Advisor, Senior Portfolio Manager at UBS

Menlo Park, CA, US
5+
- ubs.com
- ubs.ch
- gmail.com
- yahoo.com
- msn.com
- me.com
3
- +1 650-575-XXXX
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James Orr

President at Penna Flame Industries

Cranberry Township, PA, US
1
- gmail.com
5+
- +1 412-576-XXXX
- +1 724-452-XXXX
- +1 937-890-XXXX
- +1 724-452-XXXX
- +1 724-452-XXXX
- +1 724-452-XXXX
James Orr

Senior Director, Regional Head of Property Management - Midlands and South at CBRE UK

England, United Kingdom
1
- cbre.com
2
- +44 7711 00XXXX
- +44 121 616 XXXX
James Orr

Partner at Continental Florist

Birmingham, AL, US
2
- yahoo.com
- continental-corporation.com
5+
- +1 205-987-XXXX
- +1 205-823-XXXX
- +1 205-218-XXXX
- +1 731-412-XXXX
- +1 205-682-XXXX
- +1 205-822-XXXX
James Orr

Chief Product and Technology Officer at ImportGenius.com

Burlington, ON, CA
2
- importgenius.com
- gmail.com
1
- +1 905-802-XXXX
James Orr

VP of Sales and Marketing at Displayarama

Florida, United States
1
- displayarama.com
4
- +1 954-922-XXXX
- +1 561-483-XXXX
- +1 561-926-XXXX
- +1 954-466-XXXX
James Orr

Associate Resident Director, Vice President at Merrill Lynch Wealth Management

Rome, GA, US
2
- ml.com
- aol.com
5+
- +1 706-802-XXXX
- +1 706-346-XXXX
- +1 706-766-XXXX
- +1 706-238-XXXX
- +1 706-802-XXXX
- +1 706-234-XXXX

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