James Woodall's Location
Dallas, Texas, United States
James Woodall's Work
- Growth Consultant @ Avantax®
- Founder and CEO @ Woodall Wealth Management
- Wealth Management @ Hilltop Securities Independent Network Inc.
- Wealth Management @ Lake Point Advisory Group
- Investment Manager @ Fidelity Investments
- Product Owner and Lead Analyst @ Fidelity Investments
- Analyst @ Fidelity Investments
- Cost Basis and Tax SME @ Fidelity Investments
- Student @ Texas Tech University eLearning & Academic Partnerships
James Woodall's Education
- Southern Methodist University - Cox School of Business
Financial Planning Certificate
2020 - 2020 - Texas Tech University
B.S (International Economics & Finance)
2007 - 2012
James Woodall's Skills
- Root Cause Analysis
- Trading
- Economics
- Technical Analysis
- Project Management
- Training
- Analytics
- Customer Service
- Team Leadership
- Business Strategy
James Woodall's Summary
James Woodall, based in Dallas, Texas, United States, is currently a Growth Consultant at Avantax®, bringing experience from previous roles at Woodall Wealth Management, Momentum Independent Network, Lake Point Advisory Group and Fidelity Investments. James Woodall holds a 2020 - 2020 Financial Planning Certificate @ Southern Methodist University - Cox School of Business. With a robust skill set that includes Root Cause Analysis, Trading, Economics, Technical Analysis, Project Management and more, James Woodall contributes valuable insights to the industry. James Woodall has 1 email and 1 mobile phone number on RocketReach.
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