James Simpson Email & Phone Number
Financial Advisor, Vice President @ Merrill Lynch
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James Simpson Location
- Texas, United States
James Simpson Work
- 2020 -now Financial Advisor, Vice President @
James Simpson Education
- Baylor University
Bachelor's Degree
1988-1993
James Simpson Skills
- Banking
- Loans
- Customer Service
- Investments
- Management
- Wealth Management
- Consumer Lending
- Financial Services
- Credit
- Team Building
- Securities
- Strategic Planning
- Microsoft Office
- Financial Analysis
- Business Process Improvement
- Commercial Lending
- Credit Analysis
- Process Improvement
- Finance
- Project Management
- Business Analysis
- Training & Development
- Operations Management
- Program Management
- Cross-functional Team Leadership
- Business Development
- Customer Relationship Management (CRM)
- Relationship Building
- Sales Management
- Sales Operations
- Wealth Preservation Planning
- Wealth Accumulation
- Wealth Transfer
- Sales
- Leadership
- Change Management
- Vendor Management
- Relationship Development
- Risk Management
- Portfolio Management
- Strategy
- Marketing Strategy
- Business Strategy
- Product Development
- Product Marketing
- Customer Relationship Management Crm
- Training and Development
- Mutual Funds
- Equities
- Asset Management
- Cross Functional Team Leadership
- Product Management
- Trading
- Global Thinker
- Account Management
- National Accounts
- Decision Making
- Retail Sales
- Customer Relationship Management
James Simpson Summary
- James Simpson, based in Texas, United States, is currently a Financial Advisor, Vice President at Merrill Lynch Wealth Management. James Simpson holds a 1988 - 1993 Bachelor's Degree @ Baylor University. With a robust skill set that includes Banking, Loans, Customer Service, Investments, Management and more. James Simpson has 1 emails and 2 mobile phone numbers on RocketReach.
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