Jim Barclay Email & Phone Number
Senior Regional Vice President @ Advisors Asset Management, Inc.
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Jim Barclay Location
- Chicago, IL, US
Jim Barclay Work
- Senior Regional Vice President @ (September 2023 - Present)
- Managing Director, Head of Advisory Sales @ (July 2018 - September 2023)
- Senior Vice President, Regional Director @ (June 2015 - July 2018)
- Senior Vice President @ (September 1999 - June 2015)
Jim Barclay Skills
- Project Management
- Microsoft Excel
- New Business Development
- Public Speaking
- Customer Service
- Sales Management
- Sales
- Microsoft Office
- Strategy
- Leadership
- Strategic Planning
- Team Building
- Financial Analysis
- Portfolio Management
- Underwriting
- Banking
- Commercial Mortgages
- Advisory
- P&l Management
Jim Barclay Summary
- Jim Barclay, based in Chicago, IL, US, is currently a Senior Regional Vice President at Advisors Asset Management, Inc.. Jim Barclay brings experience from previous roles at North Square Investments, Oak Ridge Investments and Neuberger Berman. With a robust skill set that includes Project Management, Microsoft Excel, New Business Development, Public Speaking, Customer Service and more. Jim Barclay has 2 emails and 3 mobile phone numbers on RocketReach.
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