James Werner Location
United States
James Werner Work
- 2009 - now Certified Financial Planner TM @ Halliday Financial
- 2009 - 2015 Auxiliary Professor @ Molloy University School of Business
- 2005 - 2009 Financial Advisor @ UBS Group AG
- 1997 - 2005 Sales Engineer @ Lehigh Cement Company
James Werner Education
- Hofstra University
MBA (Finance)
2003 - 2006 - Lafayette College
BS (Civil Engineering)
1993 - 1997 - Baldwin HS1991 - 1993
- Molloy College
James Werner Skills
- Financial Analysis
- Investments
- Business Development
- Asset Managment
- Strategic Planning
- Portfolio Management
- Equities
- Financial Modeling
- Microsoft Office
- Finance
James Werner Summary
James Werner, based in United States, is currently a Certified Financial Planner TM at Halliday Financial. James Werner brings experience from previous roles at Molloy College, UBS Wealth Management and Lehigh Cement Company. James Werner holds a 2003 - 2006 MBA in Finance @ Hofstra University. With a robust skill set that includes Financial Analysis, Investments, Business Development, Asset Managment, Strategic Planning and more. James Werner has 2 emails and 2 mobile phone numbers on RocketReach.
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