Jim Osterman Location
- Denver, CO, US
Jim Osterman Work
- 2016 -now Securities Trader @ Self employed
- 2014 -2016 Registered Client Associate @
- 2011 -2014 Stock Market Trader @ Self Employed
- 2006 -2011 Active Trader Consultant @
- 2004 -2006 Financial Consultant @
Jim Osterman Education
- University of Phoenix
Master of Business Administration (MBA) (Business Administration and Management, General)
2001-2003 - University of Maryland College Park
BS (Business Management)
- University of Maryland
- Arizona state university
Jim Osterman Skills
- Series 63
- Banking
- Fixed Income
- Insurance
- Valuation
- Portfolio Management
- Data Analysis
- Relationship Management
- Finance
- Process Improvement
- Strategic Planning
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- Business Planning
- Microsoft Excel
- Risk Management
- Quantitative Analytics
- Financial Analysis
- Business Strategy
- Trading
- Analytics
- Mergers and Acquisitions
- Series 7
- Securities
- Financial Markets
Jim Osterman Summary
- Jim Osterman, based in Denver, CO, US, is currently a Securities Trader at Self employed. Jim Osterman brings experience from previous roles at Wells Fargo Advisors, Self Employed, Charles Schwab and UBS Financial Services, Inc.. Jim Osterman holds a 2001 - 2003 Master of Business Administration (MBA) in Business Administration and Management, General @ University of Phoenix. With a robust skill set that includes Series 63, Banking, Fixed Income, Insurance, Valuation and more. Jim Osterman has 1 mobile phone numbers on RocketReach.
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