James Orth Email & Phone Number
Regional Wealth Management Consultant @ FocusPoint Private Capital Group
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James Orth Location
- San Antonio, TX, US
James Orth Work
- 2024 -now Regional Wealth Management Consultant @
- 2022 -2024 Internal Wealth Specialist @
- 2019 -2022 Financial Advisor @
- 2019 -2019 Financial Planner @
- 2018 -2019 Financial Planner @
- 2014 -2018 Financial Planning Specialist @
- 2013 -2014 Member Service Representative @
- 2011 -2013 Head Trainer and Bartender and Server @ Johnny Carino's
- 2008 -2011 Associate @
James Orth Education
- College for Financial Planning
(CERTIFIED FINANCIAL PLANNER™)
- College for Financial Planning
Chartered Retirement Planning Counselor℠ (Financial Planning and Services)
- College for Financial Planning
Accredited Portfolio Management Advisor (Financial Planning and Services)
2017 - The University of Texas at San Antonio
B.B.A. Magna Cum Laude (Finance)
- Smithson Valley High School
James Orth Skills
- Leadership
- Teamwork
- Management
- Microsoft Word
- Customer Satisfaction
- PowerPoint
- Highly Motivated Self Starter
- Microsoft Excel
- SPSS
- Rico
- Public Speaking
- Accounting
- Finance
- Time Management
- Services
- Customer Service
- Computer Hardware
- Financial Services
- Windows
- Personal Financial Planning
James Orth Summary
- James Orth, based in San Antonio, TX, US, is currently a Regional Wealth Management Consultant at Capital Group. James Orth brings experience from previous roles at Capital Group, Ameriprise Financial Services, LLC, Capital Strategies, a MassMutual firm and AXA Advisors, LLC. James Orth holds a College for Financial Planning. With a robust skill set that includes Leadership, Teamwork, Management, Microsoft Word, Customer Satisfaction and more. James Orth has 1 emails and 1 mobile phone numbers on RocketReach.
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