James Werner Email & Phone Number
Certified Financial Planner TM @ Halliday Financial
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James Werner Location
- United States
James Werner Work
- 2009 -now Certified Financial Planner TM @
- 2009 -2015 Auxiliary Professor @
- 2005 -2009 Financial Advisor @
- 1997 -2005 Sales Engineer @ Lehigh Cement Company
James Werner Education
- Hofstra University
MBA (Finance)
2003-2006 - Lafayette College
BS (Civil Engineering)
1993-1997 - Baldwin HS 1991-1993
- Molloy College
James Werner Skills
- Financial Analysis
- Investments
- Business Development
- Asset Managment
- Strategic Planning
- Portfolio Management
- Equities
- Financial Modeling
- Microsoft Office
- Finance
- Business Strategy
- Insurance
- PowerPoint
- Customer Service
- Strategic Financial Planning
- Risk Management
- Retirement Planning
- Leadership
- Asset Management
- Securities
- Program Management
- Series 7
- Mutual Funds
- Sales
- Asset Allocation
- Retirement
- Estate Planning
- Alternative Investments
- Series 63
- Wealth Management
- Fixed Annuities
- Investment Strategies
- Financial Planning
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 3 mobile phone numbers on RocketReach.
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