Jim Field Email & Phone Number
President and CEO @ Okabena Co.
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Jim Field Location
- Minneapolis, MN, US
Jim Field Work
- 2014 -now President and CEO @
- 2009 -2014 President and CEO - Minnesota @
- 2007 -2009 Vice President and Wealth Strategist @
- 2006 -2006 SVP and COO - Mid Atlantic Prime Division @
- 1996 -2005 VP and National Marketing and Managing Director and Sr. Analyst @
- 1991 -1996 Manager, Senior Associate, and Associate @
- 2019 -now President @ Okabena Investment Services, Inc.
- 1996 -2005 VP and National Marketing and Managing Director and Sr. Analyst @
Jim Field Education
- DePaul University
Masters (Accounting)
1991-1993 - Williams College
BA (Economics)
1987-1991
Jim Field Skills
- Alternative Investments
- Wealth Management
- Asset Managment
- Asset Allocation
- Investments
- Hedge Funds
- Portfolio Management
- Equities
- Series 7
- Investment Management
- Mutual Funds
- Investment Advisory
- Investment Strategies
- Strategic Financial Planning
- Fixed Income
- Financial Modeling
- Series 63
- Securities
- Estate Planning
- Equity Research
- Asset Management
- Bonds
- High Net Worth Individuals
- Private Equity
- Wealth Management Services
- Financial Planning
- Financial Services
- Private Banking
- ETFs
- 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, Wealth Management, Asset Managment, Asset Allocation, Investments and more. Jim Field has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Okabena Co. Employees
Jim Karges
Senior Vice President
Minneapolis, MN, US
Frank Matthews
Senior Investment Operations Analyst
Minnetonka, MN, US
Leslie Black
Managing Director
Minneapolis, MN, US
Ryan Grobe
Fiduciary Compliance Tax Manager
Minneapolis, MN, US
Corinne Whelan
Asset Allocation Manager
Sydney, NSW, AU
Lucy Nguyen
Investment Intern
Minneapolis, MN, US
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