James Shields Email & Phone Number
Operations Model Transformation - IT Program Management @ Charles Schwab
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James Shields Location
- Denver, CO, US
James Shields Work
- 2025 - now Operations Model Transformation - IT Program Management @
- 2024 - 2025 Corporate Strategy - IT Program Management @
- 2022 - 2023 Enterprise Unified Planning - IT Program Management @
- 2019 - 2022 Senior Manager, Hedge Funds - Portfolio Operations @
- 2016 - 2019 ASSISTANT VICE PRESIDENT – GLOBAL OPERATIONS PRODUCT EXECUTION @
- 2015 - 2016 ASSISTANT VICE PRESIDENT – CLIENT RELATIONSHIP MANAGER @
- 2013 - 2015 ASSISTANT VICE PRESIDENT – FUND TREASURY OVERSIGHT @
- 2011 - 2013 MANAGER – FUND ADMINISTRATION CONTROL TEAM @
- 2010 - 2011 MANAGER – MONETARY CONTROL TEAM @
- 2006 - 2010 SENIOR FUND ANALYST – FUND OPERATIONS AND ACCOUNTING CONTROL @
- 2005 - 2006 FUND ANALYST - FUND OPERATIONS AND ACCOUNTING CONTROL @
- 2003 - 2005 ASSISTANT BRANCH MANAGER @
James Shields Education
- University of Northern Colorado
Bachelor of Science - BS (Business Administration and Management)
James Shields Skills
- Customer Relations
- Mutual Funds
- Banking
- Customer Service
- Underwriting
- Analysis
- Mortgage
- Loans
- Hiring
- Team Building
- Securities
- Valuation
- Management
- Bloomberg
- Fixed Income
- Series 7
- Investments
- Equities
- Fund Accounting
- Alternative Investments
- Financial Analysis
- Portfolio Management
- Asset Management
James Shields Summary
- James Shields, based in Denver, CO, US, is currently a Operations Model Transformation - IT Program Management at Charles Schwab. James Shields brings experience from previous roles at Charles Schwab, MG Stover & Co. and OppenheimerFunds. James Shields holds a Bachelor of Science - BS in Business Administration and Management @ University of Northern Colorado. With a robust skill set that includes Customer Relations, Mutual Funds, Banking, Customer Service, Underwriting and more. James Shields has 3 emails and 1 mobile phone numbers on RocketReach.
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