James Orr Email & Phone Number
Managing Director - Wealth Mgmt, Private Wealth Advisor, Senior Portfolio Manager @ UBS Group AG
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James Orr Location
- Menlo Park, CA, US
James Orr Work
- 2009 -2014 Director, Branch Manager @
- 2000 -now Managing Director - Wealth Mgmt, Private Wealth Advisor, Senior Portfolio Manager @
- 2005 -2009 Deputy Branch Manager @
- 2004 -2005 Assistant Branch Manager @
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
- Business Development
- Research
- Fixed Income
- Customer Service
- Investment Advisory
- Asset Allocation
- Series 7
- Equities
- Hedge Funds
- Mutual Funds
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 5 emails and 2 mobile phone numbers on RocketReach.
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