Jim Wallace Email & Phone Number
Chief Operating Officer @ Capitol Securities Management Inc.
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Jim Wallace Location
- Boston, MA, US
Jim Wallace Work
- 2021 -now Chief Operating Officer @
- 2020 -2021 Chief Operating Officer @
- 2016 -2020 Executive Vice President @
- 2000 -2016 Chief Operating Officer @ Investors Capital
Jim Wallace Skills
- Portfolio Management
- Financial Services
- Wealth Management
- Securities
- Series 7
- Mutual Funds
- Series 24
- Series 63
- Equities
- FINRA
- Asset Management
- Investments
- Strategic Financial Planning
- Retirement Planning
- Investment Advisory
- Leadership
- Microsoft Office
- Brokerage
- Project Management
- Sales
- Financial Planning
- Strategic Financial
- Trading
Jim Wallace Summary
- Jim Wallace, based in Boston, MA, US, is currently a Chief Operating Officer at Capitol Securities Management Inc.. Jim Wallace brings experience from previous roles at Arthur W. Wood Company Inc., Cetera Advisors LLC and Investors Capital. With a robust skill set that includes Portfolio Management, Financial Services, Wealth Management, Securities, Series 7 and more. Jim Wallace has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Capitol Securities Management Inc. Employees
Jim Wallace
Chief Operating Officer
Boston, MA, US
Angela Hopkins
First Vice President-Investments
Florham Park, NJ, US
Rob Green
Vice President Investments
Marmora, NJ, US
Dan Barton
Vice President Sales
Norfolk, VA, US
Katie Hallberg
Chief Compliance Officer
Richmond, VA, US
Michael Miller
Vice President - Investments
Gaithersburg, MD, US
Bill Stade
Managing Director-Retirement Services
Reston, VA, US
Claire Soja
Senior Vice President, Investments and Investment Advisor
Littleton, MA, US
Samuel Lam
Financial Advisor, Senior Vice President
Reston, VA, US
Louis Pepe
Senior Vice President
Melville, NY, US
John Trentanove
Senior Vice President, Senior Financial Advisor
Charlottesville, VA, US
Maureen Schulde
Managing Director
New York, NY, US
Angela Hopkins
First Vice President - Investments
Sparta Township, NJ, US
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