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
- Director, Asset Management Solutions @ (May 2022 - Present)
- Senior Vice President, Key Accounts @ (August 2018 - April 2022)
- Regional Director, Mid-Atlantic @ (January 2014 - July 2018)
- Director, RIA and Independent Broker/Dealer Distribution @ (January 2003 - December 2013)
- Regional Director, RIA Channel @ (January 2003 - January 2006)
- Account Executive @ (July 1998 - July 2000)
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 2 mobile phone numbers on RocketReach.
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