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
- Operations Model Transformation - IT Program Management @ (August 2025 - Present)
- Corporate Strategy - IT Program Management @ (July 2024 - July 2025)
- Enterprise Unified Planning - IT Program Management @ (April 2022 - December 2023)
- Senior Manager, Hedge Funds - Portfolio Operations @ (December 2019 - April 2022)
- ASSISTANT VICE PRESIDENT – GLOBAL OPERATIONS PRODUCT EXECUTION @ (February 2016 - December 2019)
- ASSISTANT VICE PRESIDENT – CLIENT RELATIONSHIP MANAGER @ (January 2015 - February 2016)
- ASSISTANT VICE PRESIDENT – FUND TREASURY OVERSIGHT @ (January 2013 - January 2015)
- MANAGER – FUND ADMINISTRATION CONTROL TEAM @ (January 2011 - January 2013)
- MANAGER – MONETARY CONTROL TEAM @ (August 2010 - January 2011)
- SENIOR FUND ANALYST – FUND OPERATIONS AND ACCOUNTING CONTROL @ (November 2006 - August 2010)
- FUND ANALYST - FUND OPERATIONS AND ACCOUNTING CONTROL @ (November 2005 - November 2006)
- ASSISTANT BRANCH MANAGER @ (December 2003 - November 2005)
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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