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James Uzzalino Location
New York, NY, US
James Uzzalino Work
EVP, Financial Services @ (August 2024 - Present)
Vice President, Institutional Sales and Service @ (February 2024 - August 2024)
Sr. Business Development Manager, Financial Services @ (July 2021 - August 2023)
Head of Growth (Founding Team) @ Apteo (December 2019 - July 2021)
Managing Director @ (May 2019 - December 2019)
Institutional Sales + Service @ (August 2017 - April 2019)
Analyst, Consultant Relations @ (September 2015 - May 2017)
Financial Advisor @ (May 2014 - August 2015)
James Uzzalino Education
Passed CFA Level I
University of Louisville
Bachelor of Science (Finance, General)
James Uzzalino Skills
Problem Solving
Anaconda
Pandas (Software)
SQL
Python (Programming Language)
Entrepreneurship
Equities
Bloomberg
Finance
Investments
Financial Modeling
Customer Service
Public Speaking
Microsoft Excel
Portfolio Management
James Uzzalino Summary
James Uzzalino, based in New York, NY, US, is currently a EVP, Financial Services at ETR (Enterprise Technology Research). James Uzzalino brings experience from previous roles at ETR (Enterprise Technology Research), Stackline, Apteo and Thinknum. James Uzzalino holds a Passed CFA Level I. With a robust skill set that includes Problem Solving, Anaconda, Pandas (Software), SQL, Python (Programming Language) and more. James Uzzalino has 2 emails and 2 mobile phone numbers on RocketReach.
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