Jody James Email & Phone Number
LPL Financial Advisor @ James Financial Group
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Jody James Location
- Lewiston, ME, US
Jody James Work
- 2018 -now LPL Financial Advisor @
- 2018 -now Financial Advisor @
- 2015 -2018 Financial Advisor @
- 2014 -2015 Equity Derivatives Trader @
- 2014 -2015 Equity Trader @ WTS Proprietary Trading Group - Boston
- 2012 -2015 Equity Analyst @ James Graham Capital, LLP
- 2006 -2007 Financial Advisor @
Jody James Education
- Brandeis University, Lemberg - International Business School
MBA (International Finance)
2008-2010 - Le Moyne College
BA (History)
1996-2001 - Cheverus High School 1992-1996
Jody James Skills
- Leadership
- Banking
- Technology
- Corporate Finance
- Insurance
- Valuation
- Sales
- Portfolio Management
- Financial Modeling
- Investments
- Finance
- Asset Allocation
- Strategic Planning
- Strategy
- Financial Services
- Wealth Management
- Equities
- Strategic Financial Planning
- Marketing
- Asset Management
- Financial Analysis
- Wealth Preservation Strategies
- Portfolio Strategies
- Services
- Analysis
- International Business
- Consulting
- Fiat
- Sound
- CDS
- Cost
- Producers
- England
- Executive Positions
- Business Administration
- Work Ethic
- Caribbean
- Australia
- Facilitation
- Reuters
- Cross Cultural
- Travel
- Management
- Inventory Management
- Energetic Self Starter
- Key Performance Indicators
- Commercial Lending
- Mexico
- Hiring
- Accounting
- Swimming
- Financial Planning
- Seminars
- Bloomberg
- Performance Appraisal
- Team Management
- Denmark
- FAS
- Sold
- Operations Management
- Emerging Markets
- Message Oriented Middleware
- Training
- Policy
- Customer Service
- Building Productive Relationships
- Global Leadership
- Long Term Care
- News
- Research
- Conflict Resolution
- Results Driven
- POP
- Commercial Real Estate
- Portland
- Payroll
- Estate Planning
- Customer Relations
- Protection Products
- Managerial Finance
- Negotiation
- Chile
- Sales Management
- Operations
- Survivor
- International Travel
- Austria
- Pizza
- Project Planning
- Switzerland
- France
- Islands
- Presentations
- Responsibility
- Art
- Purchasing
- Door to Door
- Germany
- Internships
- Rafting
- Portfolio
- History
- Morningstar
- Business Knowledge
- High Net Worth Individuals
- Notary Public
- Canada
- Maine
- Loan Officers
- Chrysler
- Italy
- Business Strategy
- Risk
- Retirement
- Mergers and Acquisitions
- Investment Decisions
- Convenience
- Evaluation
- Series 7
- Securities
- Selling
Jody James Summary
- Jody James, based in Lewiston, ME, US, is currently a LPL Financial Advisor at James Financial Group. Jody James brings experience from previous roles at LPL Financial, Edward Jones, T3 Trading Group, LLC and WTS Proprietary Trading Group - Boston. Jody James holds a 2008 - 2010 MBA in International Finance @ Brandeis University, Lemberg - International Business School. With a robust skill set that includes Leadership, Banking, Technology, Corporate Finance, Insurance and more. Jody James has 3 emails and 3 mobile phone numbers on RocketReach.
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