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James Stoker Location
Fort Lauderdale, FL, US
James Stoker Work
Associate @ (May 2025 - Present)
Account Manager @ (March 2024 - May 2025)
Financial Consultant @ (April 2023 - March 2024)
Institutional Account Manager @ (May 2022 - April 2023)
Investment Grade Credit Strategist @ Bryant University Archway (August 2021 - December 2021)
James Stoker Education
Bryant University
Bachelor's degree (Major in Finance & Applied Analytics with a Minor in Political Science)
2018-2022
James Stoker Skills
Client Relations
Product Management
Spreadsheets
Sales
Business-to-Business (B2B)
Account Management
Time Management
Excel
Microsoft PowerPoint
Event Planning
Social Media
Volunteering
SAS Programming
Microsoft Excel
Microsoft Word
Twitter
Instagram
Google Docs
Microsoft SQL Server
Planning and Organizing
Effective Communicator
Public Speaking
Teamwork
Interpersonal Skills
Critical Thinking
Creative Problem Solving
Interpersonal Communication
Persistence
Tenacious Work Ethic
Computer Competency
Service Quality
Ability to work independently or as a team
Evestnet
Excel
Bloomberg Terminal
Macroeconomics
Sales Presentations
James Stoker Summary
James Stoker, based in Fort Lauderdale, FL, US, is currently a Associate at Caleb & Brown. James Stoker brings experience from previous roles at Caleb & Brown, Prudent Financial Solutions, Inc., Crypto.com and Bryant University Archway. James Stoker holds a 2018 - 2022 Bachelor's degree in Major in Finance & Applied Analytics with a Minor in Political Science @ Bryant University. With a robust skill set that includes Client Relations, Product Management, Spreadsheets, Sales, Business-to-Business (B2B) and more. James Stoker has 2 emails and 2 mobile phone numbers on RocketReach.
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