Jim Warner Email & Phone Number
Partner, Vice President of Investment Advisory Services, Controller @ Sanderson Wealth Management
Jim Warner's Location
Buffalo, NY, US
Jim Warner's Work
- Partner, Vice President of Investment Advisory Services, Controller @ Sanderson Wealth Management
- Finance Director, Treasurer and a Founder @ MISSION: IGNITE Powered by Computers For Children
- Vice President @ Sanderson & Company Investment Consultants LLC
- Tax Manager @ EY
Jim Warner's Education
- University of Rochester - William E. Simon Graduate School of Business Administration
Master of Business Administration (MBA) (Acccounting and Finance)
1990 - 1991 - University of Rochester
Bachelor of Arts (BA) (Economics and Psychology)
1986 - 1990
Jim Warner's Skills
- Investment Advisory
- Equities
- Risk Management
- Portfolio Management
- Fixed Income
- Financial Analysis
- Asset Management
- Estate Planning
- Due Diligence
- Strategic Financial Planning
Jim Warner's Summary
Jim Warner, based in Buffalo, NY, US, is currently a Partner, Vice President of Investment Advisory Services, Controller at Sanderson Wealth Management, bringing experience from previous roles at MISSION: IGNITE Powered by Computers For Children, Sanderson & Company Investment Consultants LLC and EY. Jim Warner holds a 1990 - 1991 Master of Business Administration (MBA) in Acccounting and Finance @ University of Rochester - William E. Simon Graduate School of Business Administration. With a robust skill set that includes Investment Advisory, Equities, Risk Management, Portfolio Management, Fixed Income and more, Jim Warner contributes valuable insights to the industry. Jim Warner has 1 email and 1 mobile phone number on RocketReach.
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