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Jim Dolan Location
Boston, MA, US
Jim Dolan Work
Senior Vice President - US Institutional Retirement Strategic Accounts @ (December 2019 - Present)
Senior Vice President - Financial Institutions Group - Retirement Strategic Accounts @ (December 2019 - Present)
Vice President, Financial Institutions Group - DCIO @ (October 2013 - December 2019)
Regional Director @ (February 2010 - September 2013)
Investment Consultant @ (January 2008 - February 2010)
Vice President @ Dion Money Management (June 2006 - June 2008)
Jim Dolan Education
The George Washington University
BS (Political Science)
Jim Dolan Skills
63 Licenses
Series 65
Series 24
Series 7
Investments
Alternative Investments
Wealth Management
Financial Services
Mutual Funds
Asset Managment
Equities
Securities
Series 63
Asset Allocation
Hedge Funds
Fixed Income
Investment Strategies
Investment Advisory
Sales Presentations
ETFs
Investment Management
Financial Advisory
Capital Markets
Separately Managed Accounts
Financial Markets
FINRA
Bonds
Retirement
Asset Management
Series 6
Marketing
Team Building
Management
Customer Service
Microsoft Office
Sales
Strategic Planning
Sales Management
Public Speaking
Jim Dolan Summary
Jim Dolan, based in Boston, MA, US, is currently a Senior Vice President - US Institutional Retirement Strategic Accounts at Natixis Investment Managers. Jim Dolan brings experience from previous roles at Natixis Investment Managers and Natixis Global Asset Management. Jim Dolan holds a BS in Political Science @ The George Washington University. With a robust skill set that includes 63 Licenses, Series 65, Series 24, Series 7, Investments and more. Jim Dolan has 3 emails and 1 mobile phone numbers on RocketReach.
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