James Spencer Email & Phone Number
Co-Founding Partner and Global Portfolio Director @ Finsbury Associates
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James Spencer Location
- United Kingdom
James Spencer Work
- Co-Founding Partner and Global Portfolio Director @ (September 2019 - Present)
- Co-Founding Partner @ (April 2013 - September 2019)
- Senior Wealth Manager @ (March 2010 - February 2013)
- Wealth Manager @ (September 2009 - March 2010)
- Senior Business Coordinator @ (May 2007 - September 2009)
- Head of Broker Support @ (March 2005 - May 2007)
- Senior Broker Support Officer - Benelux Region @ (September 2002 - March 2005)
- Senior Broker Support Officer @ Hansard International (March 2000 - September 2002)
- Personal Banker @ (August 1996 - March 2000)
James Spencer Education
- Chartered Insurance Institute
FAIQ
- King Williams College, Isle of Man
- The Chartered Institute for Securities & Investment
ACSI
James Spencer Skills
- Investments
- Strategic Financial Planning
- Portfolio Management
- Risk Management
- Wealth Management
- Banking
- Asset Managment
- Financial Analysis
- Business Analysis
- Business Strategy
- Pensions
- Financial Modeling
- Management Consulting
- Insurance
- Corporate Finance
- Business Planning
- Asset Management
- Investment Advisory
- Management
- Financial Advisory
- Mutual Funds
- Financial Services
- Retirement Planning
- Financial Planners
- Private Banking
- Investment Strategies
- Wealth
- Wealth Management Services
- Finance
- Alternative Investments
- Relationship Management
- High Net Worth Individuals
- Equities
- Financial Markets
- Savings
- Asset Allocation
- Investment Management
- Financial Planning
- Leadership
- Sales
- Business Development
- Negotiation
- Financial Risk
- Team Management
James Spencer Summary
- James Spencer, based in United Kingdom, is currently a Co-Founding Partner and Global Portfolio Director at Finsbury Associates. James Spencer brings experience from previous roles at Finsbury Associates and deVere Group. James Spencer holds a FAIQ @ Chartered Insurance Institute. With a robust skill set that includes Investments, Strategic Financial Planning, Portfolio Management, Risk Management, Wealth Management and more. James Spencer has 1 emails and 2 mobile phone numbers on RocketReach.
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