Maxim James Email
Wealth Manager @ Lazar Wealth Succession Stategies Inc
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Maxim James Location
- Pickering, ON, CA
Maxim James Work
- Wealth Manager @ (August 2024 - Present)
- Owner @ (March 2023 - Present)
- Financial Security Advisor @ (October 2017 - June 2023)
- Financial Security Advisor and Investment Representative @ (October 2017 - December 2021)
- Operations Manager @ Tokalon Design Group (October 2015 - December 2021)
- Founder and CEO @ ALL Trading Company - Distribution Centre (January 2009 - December 2021)
Maxim James Education
- Hult International Business School
Master of Business Administration (MBA) (MBA International Business)
2014-2015 - York University
Bachelor of Arts (BA) (English Language and Literature, General)
2004-2008
Maxim James Skills
- New Business Development
- Marketing Strategy
- Sales Management
- Marketing
- Social Media
- Sales
- Entrepreneurship
- Social Media Marketing
- Strategic Planning
- Negotiation
- Customer Service
- Team Building
- Retail
- Small Business
- Coaching
- B2B
- Online Marketing
- Social Networking
- Online Advertising
- Advertising
- Marketing Communications
- Business Strategy
- Account Management
- Start-ups
- Public Relations
- Business Development
- Business Planning
- Event Management
- Contract Negotiation
- Email Marketing
- Management
- Direct Sales
- E-commerce
- Lead Generation
- Brand Development
- Market Research
- Strategy
- Team Leadership
- Leadership
- Teamwork
- Project Management
- Alternative Risk
- Asset Management
- Attention to Detail
- Brand Awareness
- Budgeting
- Budgeting & Forecasting
- Business Case Preparation
- Business Efficiency
- Capital Markets
- Capital Raising
- Client Services
- Cold Calling
- Communication
- Coordinate Meetings
- Digital Assets
- Driving Results
- Due Diligence
- Equity Research
- Equity Valuation
- Estate Planning
- Estate Tax Planning
- External Relationships
- Finance
- Financial Analysis
- Financial Forecasting
- Financial Modeling
- Financial Planning
- Financial Reporting
- Fixed-Income Investing
- Getting Things Done (GTD) Method
- Insurance Planning
- Investment Management
- Investment Planning
- Investment Products
- Investor Development
- Investor Relations
- Investor Reporting
- LLQP
- Messaging
- Microsoft Outlook
- Operations Management
- Presentation Skills
- Presentations
- Presenter
- Problem Solving
- Quarterly Reporting
- Relationship Development
- Research Skills
- Retirement Services
- Revenue Analysis
- Sales Planning
- Sales Processes
- Sales Target Management
- Service Orientation (Social)
- Skilled Multi-tasker
- Strategic Relationships
- Succession Planning
- Trading Strategies
- Wealth Management Services
- Workforce Management
- Working with Investors
- Written Communication
Maxim James Summary
- Maxim James, based in Pickering, ON, CA, is currently a Wealth Manager at Lazar Wealth Succession Strategies. Maxim James brings experience from previous roles at Maxim AJ James - Wealth Management, Freedom 55 Financial and Tokalon Design Group. Maxim James holds a 2014 - 2015 Master of Business Administration (MBA) in MBA International Business @ Hult International Business School. With a robust skill set that includes New Business Development, Marketing Strategy, Sales Management, Marketing, Social Media and more. Maxim James has 3 emails on RocketReach.
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