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James Tindall Location
New York, United States
James Tindall Work
Senior Wealth Advisor @ (October 2025 - Present)
Assistant Vice President | Wealth Relationship Manager @ (September 2023 - October 2025)
Assistant Vice President | Wealth Advisor @ (September 2021 - May 2023)
Financial Advisor, Associate-Investments @ JP Morgan Securities LLC (July 2019 - September 2021)
Financial Advisor @ (October 2016 - May 2019)
Financial Advisor @ (September 2015 - September 2016)
401k and Equity Specialist @ (October 2012 - September 2015)
James Tindall Education
Temple University
B.A. (Advertising)
2004-2008
Saint Peter's Preparatory School 2000-2004
James Tindall Skills
Alternative Investments
Asset Management
Attention to Detail
Business Relationship Management
Communication
Customer Service
Equities
Finance
Financial Advisory
Financial Goals
Financial Planning
Financial Services
Fixed-Income Investing
Interpersonal Skills
Investments
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Portfolio Management
Problem Solving
Quarterly Reviews
Trading
Trusting Relationships
Wealth Management Services
Written Communication
Facebook
Online Advertising
Microsoft Word
Public Relations
Marketing Communications
Social Media
Marketing
Social Networking
Marketing Strategy
Digital Marketing
Advertising
Integrated Marketing
Copywriting
Google Analytics
Social Media Marketing
Account Management
Sales
Email Marketing
Postal
Football
Sorting
Merchandise
PowerPoint
Consulting
Sales Strategy
Verizon
Art
Jersey
Pennsylvania
Defensive
Tents
Philadelphia
Community
Sprint
Clubs
New York
Volunteering
Arena Simulation Software
Sold
Outlook
Walkers
Titan
Breast Cancer
Technical Issues
Cellular Communications
Wireless
Summit
Delivery
Mobile Internet
Responsibility
James Tindall Summary
James Tindall, based in New York, United States, is currently a Senior Wealth Advisor at Citi. James Tindall brings experience from previous roles at Citi, JP Morgan Securities LLC and Edward Jones. James Tindall holds a 2004 - 2008 B.A. in Advertising @ Temple University. With a robust skill set that includes Alternative Investments, Asset Management, Attention to Detail, Business Relationship Management, Communication and more. James Tindall has 3 emails and 1 mobile phone numbers on RocketReach.
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