Scott James Email & Phone Number
Senior Client Service Associate @ Align Wealth Advisors
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Scott James Location
- Atlanta, GA, US
Scott James Work
- 2022 -now Senior Client Service Associate @
- 2018 -2022 Registered Client Service Associate - Stifel @
- 2016 -2018 Account Manager @
- 2013 -2013 Associate Vice President @
- 2007 -2013 Sales Associate @
- 2003 -2007 Sales Associate @ Bear Stearns & Co., Inc.
- 1997 -2003 Registered Sales Assistant @ Prudential Securities
- 1997 -1997 Financial Service Representative @
Scott James Education
- Rochester Institute of Technology
Bachelor of Science (B.S.) (Business Administration - Accounting)
1989-1993
Scott James Skills
- Alternative Investments
- Leadership
- Equity Trading Using
- Client Relations
- Sales
- Customer Retention
- Portfolio Management
- Financial Modeling
- Customer Satisfaction
- Investments
- Bloomberg
- Finance
- Equities
- Microsoft Office
- Microsoft Word
- Bloomberg Terminal
- Microsoft Excel
- Asset Management
- Customer Service
- Management
- Trading
- Client Rapport
- Investment Portfolios
- Hedge Funds
- Equity Trading Using Technical Analysis And Chart Patterns
Scott James Summary
- Scott James, based in Atlanta, GA, US, is currently a Senior Client Service Associate at Align Wealth Advisors. Scott James brings experience from previous roles at Stifel Financial Corp., Fairfield Funding, Raymond James Financial, Inc. and Morgan Keegan & Co Inc. Scott James holds a 1989 - 1993 Bachelor of Science (B.S.) in Business Administration - Accounting @ Rochester Institute of Technology. With a robust skill set that includes Alternative Investments, Leadership, Equity Trading Using, Client Relations, Sales and more. Scott James has 1 emails and 2 mobile phone numbers on RocketReach.
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