James Sawdon Email & Phone Number
Partner @ Walter & Keenan Wealth Management
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James Sawdon Location
- Mishawaka, IN, US
James Sawdon Work
- Partner @ (January 2019 - Present)
- Vice President @ Oliver Estate Inc. (Family Office) (January 2016 - January 2019)
- Senior Consultant @ (January 2015 - January 2016)
- Graduate Student Intern @ (January 2015 - January 2015)
- Supervisor @ McGladrey (January 2011 - January 2014)
- Audit and Tax Accountant @ (January 2006 - January 2011)
James Sawdon Education
- University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA) (Finance & Business Leadership)
2015-2015 - Calvin University
B.S.P.A. (Accounting)
2006-2006 - Calvin University
B.A. (Business)
2005-2005
James Sawdon Skills
- Harris
- Budgets
- Accounting Issues
- Business Analysis
- PowerPoint
- Fiscal Policy
- Problem Solving
- Project Planning
- Science
- Estate Law
- Business Administration
- Marketing
- Accounting
- Private Clients
- Supervision
- Financial Statements
- Partnerships
- Team Building
- Reviews
- Family Office
- Teaching
- 50m
- Treatment
- Tax
- Distribution
- Investments
- Manufacturing
- Responsibility
- Consulting
- Majors
- Tax Advisory
- US GAAP
- Flows
- Internal Audit
- Corporate Finance
- Small Business
- Research
- Auditing
- Budgeting
- Payroll
- Microsoft Office
- Reporting
- Sports Enthusiast
- Communication
- Execution
- Bookkeeping
- Trusts
- Engagement
- Strategic Communications
- Microsoft Excel
- QuickBooks
- Finance
- Consumer Products
- Chicago
- Field Work
- CPA
- Cash
- Presentations
- Engagements
- Management
- Financial Analysis
- GAAP
- Avid
- Disclosures
- Clubs
- Corporations
- Compliance
- Financial Reporting
- Coaching
- Accruals
- Leadership
- Schedules
- HTTPS
James Sawdon Summary
- James Sawdon, based in Mishawaka, IN, US, is currently a Partner at Walter & Keenan Wealth Management. James Sawdon brings experience from previous roles at Oliver Estate Inc. (Family Office), Deloitte, Graham Allen Partners and McGladrey. James Sawdon holds a 2015 - 2015 Master of Business Administration (MBA) in Finance & Business Leadership @ University of Notre Dame - Mendoza College of Business. With a robust skill set that includes Harris, Budgets, Accounting Issues, Business Analysis, PowerPoint and more. James Sawdon has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Walter & Keenan Wealth Management Employees
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Mishawaka, IN, US
Andrew Lynch
Senior Wealth Advisor
Mishawaka, IN, US
Tanner Watson
Wealth Advisor
Granger, IN, US
Jim Keenan
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United States
Bryant Voeson
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South Bend, IN, US
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