James Werner Email & Phone Number
Certified Financial Planner TM @ Halliday Financial
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James Werner Location
- United States
James Werner Work
- Certified Financial Planner TM @ (January 2009 - Present)
James Werner Education
- Hofstra University
MBA (Finance)
2003-2006 - Lafayette College
BS (Civil Engineering)
1993-1997 - Baldwin HS 1991-1993
- Molloy University
James Werner Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Business Development
- Business Strategy
- Customer Service
- Equities
- Estate Planning
- Finance
- Financial Analysis
- Financial Modeling
- Financial Planning
- Fixed Annuities
- Insurance
- Investment Strategies
- Investments
- Leadership
- Microsoft Office
- Mutual Funds
- Portfolio Management
- PowerPoint
- Program Management
- Retirement
- Retirement Planning
- Risk Management
- Sales
- Securities
- Series 63
- Series 7
- Strategic Financial Planning
- Strategic Planning
- Wealth Management
James Werner Summary
- James Werner, based in United States, is currently a Certified Financial Planner TM at Halliday Financial. James Werner holds a 2003 - 2006 MBA in Finance @ Hofstra University. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Business Development and more. James Werner has 2 emails and 2 mobile phone numbers on RocketReach.
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