Jim Shields Email & Phone Number
Director, Asset Management Solutions @ Envestnet, Inc
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Jim Shields Location
- West Chester, PA, US
Jim Shields Work
- 2022 -now Director, Asset Management Solutions @
- 2018 -2022 Senior Vice President, Key Accounts @
- 2014 -2018 Regional Director, Mid-Atlantic @
- 2003 -2013 Director, RIA and Independent Broker/Dealer Distribution @
- 2003 -2006 Regional Director, RIA Channel @
- 1998 -2000 Account Executive @
Jim Shields Education
- Temple University
Master of Business Administration (Finance)
1998-2002 - University of Pennsylvania
Bachelor of Arts (English)
1984-1988 - Salesianum School 1980-1984
Jim Shields Skills
- Asset Management
- Investments
- Alternative Investments
- Financial Advisory
- Mutual Funds
- Wealth Management
- Series 7
- Investment Strategies
- Portfolio Management
- Asset Managment
- Securities
- Relationship Management
- Retirement Planning
- Investment Advisory
- Leadership
- Investment Advisory Services
- Investment Management
- Sales Management
- New Business Development
- Public Speaking
Jim Shields Summary
- Jim Shields, based in West Chester, PA, US, is currently a Director, Asset Management Solutions at Envestnet, Inc. Jim Shields brings experience from previous roles at Clark Capital Management Group and Russell Investments. Jim Shields holds a 1998 - 2002 Master of Business Administration in Finance @ Temple University. With a robust skill set that includes Asset Management, Investments, Alternative Investments, Financial Advisory, Mutual Funds and more. Jim Shields has 1 emails and 1 mobile phone numbers on RocketReach.
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