Lois James Location
Iowa City, IA, US
Lois James Work
- 1984 - now CERTIFIED FINANCIAL PLANNER™ @ James Investment Group, Inc.
- 1976 - 1984 Marketing @ Hansen Lind Meyer
Lois James Education
- Iowa State University
Bachelor of Science (BS) (Home Economics Education with area of concentration in Family Finance)
1967 - 1971 - University of Iowa
additional coursework in the MBA program
Lois James Skills
- Microsoft Excel
- Project Planning
- Sales
- Project Management
- Accounting
- Marketing Strategy
- Certified Financial Planner
- Financial Planners
- Strategic Financial Planning
- Wealth Management
Lois James Summary
Lois James, based in Iowa City, IA, US, is currently a CERTIFIED FINANCIAL PLANNER™ at James Investment Group, Inc.. Lois James brings experience from previous roles at Hansen Lind Meyer. Lois James holds a 1967 - 1971 Bachelor of Science (BS) in Home Economics Education with area of concentration in Family Finance @ Iowa State University. With a robust skill set that includes Microsoft Excel, Project Planning, Sales, Project Management, Accounting and more. Lois James has 1 emails and 1 mobile phone numbers on RocketReach.
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