Jim Dobbs Email & Phone Number
Program Director and Instructor, CIMA® and CPWA® education programs @ Yale School of Management
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Jim Dobbs Location
- Singapore
Jim Dobbs Work
- Program Director and Instructor, CIMA® and CPWA® education programs @ (January 2016 - Present)
- President @ Dobbs Education, LLC (January 2002 - Present)
- President, Financial Planner and Investment Advisor @ Dobbs Wealth Management Group, LLC (January 1998 - January 2018)
- Program Director and Instructor, CPWA® education program @ (January 2007 - January 2017)
- Program Director and Instructor, CIMA® education program @ (January 2014 - January 2016)
- Director of Education, Practitioner in Residence @ (January 2012 - January 2014)
- Director of Education, Practitioner in Residence @ (January 2005 - January 2006)
- Program Founder and Director - CFP Board Registered Program @ (January 2002 - January 2006)
- Program Founder and Director - CFP Board Registered Program @ (January 2003 - January 2005)
- Financial Advisor @ (January 1996 - January 1998)
- Financial Advisor @ (January 1992 - January 1995)
- Financial Advisor @ (January 1991 - January 1992)
Jim Dobbs Education
- UCLA
Post-Baccalaureate Award in Taxation
- Baylor University - Hankamer School of Business
Bachelor of Business Administration (BBA) (Financial Services & Planning)
- Carnegie Mellon University - Tepper School of Business
Master of Business Administration (MBA) (Asset & Wealth Management)
- University of Lausanne - UNIL
Master of Business Administration (MBA) (Asset & Wealth Management)
- Swiss Finance Institute
Dual Master of Business Administration (MBA) (Asset & Wealth Management)
- UCLA Anderson School of Management
Management Development for Entrepreneurs (MDE) Program (Post-Baccalaureate Award in Taxation)
Jim Dobbs Skills
- Client Psychology
- Behavioral Finance
- Financial Planning
- Wealth Management
- Investment Management
- Financial Education
- Program Management
- Sex Therapy
- Individual Therapy
- Couples Therapy
- Group Therapy
- Family Therapy
Jim Dobbs Summary
- Jim Dobbs, based in Singapore, is currently a Program Director and Instructor, CIMA® and CPWA® education programs at Yale School of Management. Jim Dobbs brings experience from previous roles at Dobbs Education, LLC, Dobbs Wealth Management Group, LLC, University of Chicago Booth School of Business Executive Education and MIT Sloan Executive Education. Jim Dobbs holds a Post-Baccalaureate Award in Taxation @ UCLA. With a robust skill set that includes Client Psychology, Behavioral Finance, Financial Planning, Wealth Management, Investment Management and more. Jim Dobbs has 2 emails and 2 mobile phone numbers on RocketReach.
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