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Jim Shields Location
New York, NY, US
Jim Shields Work
Senior Vice President and National Sales Manager @ (August 2023 - Present)
Senior Vice President and Eastern Division Sales Manager @ (March 2022 - August 2023)
Vice President and Wealth Management Consultant @ (November 2013 - August 2023)
Senior Vice President and Wealth Management Consultant @ (December 2017 - June 2022)
Regional Manager @ (February 1996 - October 2013)
Jim Shields Education
University of Dayton
Jim Shields Skills
consulting
Asset Allocation
Coaching
Marketing
Recruiting
Relationship Building
Separately Managed Accounts
Team Leadership
Wealth Management Services
Investments
Enterprise Software
Key Account Development
Jim Shields Summary
Jim Shields, based in New York, NY, US, is currently a Senior Vice President and National Sales Manager at Cohen & Steers. Jim Shields brings experience from previous roles at Cohen & Steers and Lord, Abbett & Co. LLC. Jim Shields holds a University of Dayton. With a robust skill set that includes consulting, Asset Allocation, Coaching, Marketing, Recruiting and more. Jim Shields has 1 emails and 2 mobile phone numbers on RocketReach.
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