James Walker Email & Phone Number
Managing Director-Investments Branch Manager Pacific Northwest @ Oppenheimer & Co. Inc.
James Walker's Location
Seattle, WA, US
James Walker's Work
- Managing Director-Investments Branch Manager Pacific Northwest @ Oppenheimer & Co. Inc.
- Branch Manager @ Smith Barney Brokerage Firm
- Washington Area Manager and Branch Manager @ Morgan Stanley
- Branch Manager @ Morgan Stanley
- Financial Advisor-Assistant Branch Manager @ Merrill Lynch
- Branch Operations and Administrative Manager @ Merrill Lynch
James Walker's Education
- California State University, Northridge
Bachelor of Science, Finance (Investments)
- The Wharton School University of Pennsylvania
Certificate of completion (Senior Branch Manager Program)
James Walker's Skills
- Asset Allocation, Estate Investment Strategies, Financial Services, Insurance,
- Investments, Multigenerational Wealth, Retirement -Plan Consulting,
- Wealth Management Services
- Multigenerational Wealth
- Investments
- Retirement Plan Consulting
- Asset Allocation
- Estate Investment Strategies
- Insurance
- Financial Services
James Walker's Summary
James Walker, based in Seattle, WA, US, is currently a Managing Director-Investments
Branch Manager Pacific Northwest at Oppenheimer & Co. Inc., bringing experience from previous roles at Smith Barney Brokerage Firm, Morgan Stanley Private Wealth Management and Merrill Lynch. James Walker holds a Bachelor of Science, Finance in Investments @ California State University, Northridge. With a robust skill set that includes Asset Allocation, Estate Investment Strategies, Financial Services, Insurance,, Investments, Multigenerational Wealth, Retirement -Plan Consulting,, Wealth Management Services, Multigenerational Wealth, Investments and more, James Walker contributes valuable insights to the industry. James Walker has 2 emails and 1 mobile phone number on RocketReach.
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