James Stambaugh Email & Phone Number
Senior Vice President and Investments, Portfolio Manager- Solutions Program - Stifel @ Stifel Financial Corp.
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James Stambaugh Location
- Philadelphia, PA, US
James Stambaugh Work
- 2014 -now Senior Vice President and Investments, Portfolio Manager- Solutions Program - Stifel @
- 2007 -2014 Senior Vice President @
- 1986 -2007 Executive Vice President @
- 1983 -1986 Financial Advisor @
James Stambaugh Education
- Wharton School, University of Pennsylvania
Bachelor of Science in Economics (Strategic Planning)
1979-1983
James Stambaugh Skills
- Securities
- Equities
- Asset Allocation
- Microsoft Office
- Asset Management
- Wealth Management
- Investments
- Fixed Income
- Financial Services
- Strategy
- Portfolio Management
- Retirement Planning
- Mutual Funds
- Leadership
- Finance
- Financial Analysis
- Alternative Investments
- Capital Markets
- Series 7
James Stambaugh Summary
- James Stambaugh, based in Philadelphia, PA, US, is currently a Senior Vice President and Investments, Portfolio Manager- Solutions Program - Stifel at Stifel Financial Corp.. James Stambaugh brings experience from previous roles at Morgan Stanley, Janney Montgomery Scott LLC and Merrill Lynch. James Stambaugh holds a 1979 - 1983 Bachelor of Science in Economics in Strategic Planning @ Wharton School, University of Pennsylvania. With a robust skill set that includes Securities, Equities, Asset Allocation, Microsoft Office, Asset Management and more. James Stambaugh has 4 emails and 1 mobile phone numbers on RocketReach.
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