Jim Wegmann Email & Phone Number
VP, Assistant Treasurer Fund's Treasurer's Office @ Fidelity Investments
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Jim Wegmann Location
- Boston, MA, US
Jim Wegmann Work
- VP, Assistant Treasurer Fund's Treasurer's Office @ (November 2011 - Present)
- Board Member @ (July 2019 - Present)
- Senior Audit Manager @ (August 2001 - November 2011)
- Associate Accountant (contract position) @ (May 2001 - August 2001)
- Tax Preparation (contract position) @ (January 2001 - April 2001)
Jim Wegmann Education
- Marian University of Fond du Lac
Bachelor of Science in Business Administration (Major: Accounting Minor: Sport and Recreational Management)
1997-2000
Jim Wegmann Skills
- CPA
- Mutual Funds
- Fund Of Funds
- Private Equity
- Microsoft Excel
- Due Diligence
- Alternative Investments
- SEC filings
- Sarbanes-Oxley Act
- Auditing
- Audit
- Sarbanes Oxley Act
- Microsoft Office
- Project Management
- Audit Professionals
- Accounting
- Business Development
- Sales
- Microsoft Word
- Policy
- Leadership
- Management
Jim Wegmann Summary
- Jim Wegmann, based in Boston, MA, US, is currently a VP, Assistant Treasurer Fund's Treasurer's Office at Fidelity Investments. Jim Wegmann brings experience from previous roles at Massachusetts Society of CPAs, Inc., KPMG and International Forest Products. Jim Wegmann holds a 1997 - 2000 Bachelor of Science in Business Administration in Major: Accounting Minor: Sport and Recreational Management @ Marian University of Fond du Lac. With a robust skill set that includes CPA, Mutual Funds, Fund Of Funds, Private Equity, Microsoft Excel and more. Jim Wegmann has 1 emails and 1 mobile phone numbers on RocketReach.
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