Jim Field Email & Phone Number
President and CEO @ Okabena Co.
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Jim Field Location
- Minneapolis, MN, US
Jim Field Work
- President and CEO @ (July 2014 - Present)
- President and CEO - Minnesota @ (January 2009 - July 2014)
- Vice President and Wealth Strategist @ (April 2007 - January 2009)
- SVP and COO - Mid Atlantic Prime Division @ (January 2006 - November 2006)
- VP and National Marketing and Managing Director and Sr. Analyst @ (October 1996 - December 2005)
- Manager, Senior Associate, and Associate @ (January 1991 - January 1996)
Jim Field Education
- DePaul University
Masters (Accounting)
1991-1993 - Williams College
BA (Economics)
1987-1991
Jim Field Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Bonds
- ETFs
- Equities
- Equity Research
- Estate Planning
- Financial Modeling
- Financial Planning
- Financial Services
- Fixed Income
- Hedge Funds
- High Net Worth Individuals
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Private Banking
- Private Equity
- Securities
- Series 63
- Series 7
- Strategic Financial Planning
- Wealth Management
- Wealth Management Services
- Leadership
- High Net Worth
- Public Speaking
- Sales
- Business Analysis
- Strategic Planning
- Microsoft Office
- Microsoft Excel
- Strategic Financial
Jim Field Summary
- Jim Field, based in Minneapolis, MN, US, is currently a President and CEO at Okabena Company | Okabena Investment Services. Jim Field brings experience from previous roles at Northern Trust, Mid Atlantic Capital Group, Inc. and Ameriprise Financial Services, LLC. Jim Field holds a 1991 - 1993 Masters in Accounting @ DePaul University. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bonds and more. Jim Field has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Okabena Co. Employees
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President and CEO
Minneapolis, MN, US
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Senior Vice President
Minneapolis, MN, US
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Minneapolis, MN, US
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Minneapolis, MN, US
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United States
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Minneapolis, MN, US
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Albertville, MN, US
Chad Cadwell
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Minneapolis, MN, US
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Minnetonka, MN, US
Jennifer
Tax Compliance Administrator
Minneapolis, MN, US
Leslie Black
Managing Director
Minneapolis, MN, US
Ryan Grobe
Fiduciary Compliance Tax Manager
Minneapolis, MN, US
Sandy Ocholik
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Osseo, MN, US
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Sydney, NSW, AU
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Saint Paul, MN, US
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