Jim Whelen Email & Phone Number
Managing Director @ Davenport & Company LLC
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Jim Whelen Location
- Richmond, VA, US
Jim Whelen Work
- Managing Director @ (April 2006 - Present)
- Managing Director-Head of Listed Trading @ (January 1999 - January 2006)
- Principal @ Alex. Brown & Sons Inc. (January 1991 - January 1999)
- Senior NYSE Clerk @ Bear Stearns & Company (January 1990 - January 1991)
- Partner @ M. C. Harrison (January 1989 - January 1990)
- NYSE Clerk @ Cyrus J. Lawrence (January 1987 - January 1989)
Jim Whelen Education
- Virginia Commonwealth University
Bachelor of Science (BS) (Business, Management, Marketing, and Related Support Services)
1982-1987 - Virginia Commonwealth University - School of Business
Bachelor of Science (Business, Management, Marketing, and Related Support Services)
1982-1987 - Bruton High-Williamsburg, VA 1980-1981
- Nile C. Kinnick High School- "Yohi", Yokosuka, Japan 1978-1980
Jim Whelen Skills
- Investments
- Portfolio Management
- Wealth Management
- Equities
- Securities
- Trading
- Asset Management
- Mutual Funds
- Alternative Investments
- Investment Advisory
- Investment Management
- Financial Services
- Financial Planning
- Equity Research
- Fixed Income
- Investment Banking
- Risk Management
- Asset Allocation
- Equity Trading
- Private Equity
- Options
- ETFs
- Strategic Financial Planning
- Capital Markets
- Hedge Funds
- Valuation
- Leadership
- Business Development
- Microsoft Office
- Management
- Research
Jim Whelen Summary
- Jim Whelen, based in Richmond, VA, US, is currently a Managing Director at Davenport & Company LLC. Jim Whelen brings experience from previous roles at Wachovia Securities LLC, Alex. Brown & Sons Inc., Bear Stearns & Company and M. C. Harrison. Jim Whelen holds a 1982 - 1987 Bachelor of Science (BS) in Business, Management, Marketing, and Related Support Services @ Virginia Commonwealth University. With a robust skill set that includes Investments, Portfolio Management, Wealth Management, Equities, Securities and more. Jim Whelen has 2 emails and 1 mobile phone numbers on RocketReach.
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