James Ritchie Email & Phone Number
Managing Director, Owner and Senior PIM Portfolio Manager
5 free lookup(s).
James Ritchie Location
- California, United States
James Ritchie Work
- 2016 - now Managing Director, Owner and Senior PIM Portfolio Manager @ Millennium Private Wealth
- 2008 - 2016 Senior Vice President and Financial Advisor @
- 2006 - 2008 First Vice President and Financial Advisor @
- 2001 - 2006 Vice President and Financial Advisor @ Smith Barney, Subsidiary of Citigroup
- 1997 - 2001 Financial Advisor @ Olde Discount Brokerage
James Ritchie Education
- California State University Long Beach
BS (Business Finance)
1994 - 1997
James Ritchie Skills
- Training
- Sales
- Strategic Planning
- Financial Analysis
- Leadership
- Accounting
- Location Intelligence
- Commercial Lending
- Financial Planning
- Financial Services
- Management
James Ritchie Summary
- James Ritchie, based in California, United States, is currently a Managing Director, Owner and Senior PIM Portfolio Manager at Millennium Private Wealth. James Ritchie brings experience from previous roles at Morgan Stanley, Wachovia Secutities, Smith Barney, Subsidiary of Citigroup and Olde Discount Brokerage. James Ritchie holds a 1994 - 1997 BS in Business Finance @ California State University Long Beach. With a robust skill set that includes Training, Sales, Strategic Planning, Financial Analysis, Leadership and more. James Ritchie has 2 emails and 1 mobile phone numbers on RocketReach.
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