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Timothy James Location
Phoenix, AZ, US
Timothy James Work
Senior Manager, Investment Product Development and Management @ (February 2022 - Present)
Senior Fund Financial Analyst @ (February 2019 - February 2022)
Lead Fund Financial Analyst @ (March 2018 - February 2022)
Fund Financial Analyst @ (March 2017 - March 2018)
Information Center Communication Administrator @ (December 2015 - March 2017)
Brokerage Associate @ (June 2014 - December 2015)
Client Relationship Associate @ (October 2013 - June 2014)
Intern @ (May 2013 - August 2013)
News Editor @ The Oswegonian (August 2012 - May 2013)
Timothy James Education
State University of New York College at Oswego
BA/BS (Economics, Finance)
2010-2013
Timothy James Skills
Microsoft Office
Microsoft Word
Microsoft Excel
PowerPoint
Economics
Customer Service
Financial Modeling
Financial Analysis
Bloomberg
Corporate Finance
Leadership
Data Analysis
Teamwork
Business Strategy
Management
Business Analysis
Risk Management
Financial Reporting
Finance
Banking
HTML
Spanish
Statistics
Analysis
Financial Accounting
Market Research
Strategic Planning
Research
Access
Business Planning
Java
Accounting
Public Speaking
Editing
Time Management
Writing
CRM
Timothy James Summary
Timothy James, based in Phoenix, AZ, US, is currently a Senior Manager, Investment Product Development and Management at AssetMark. Timothy James brings experience from previous roles at Vanguard. Timothy James holds a 2010 - 2013 BA/BS in Economics, Finance @ State University of New York College at Oswego. With a robust skill set that includes Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Economics and more. Timothy James has 2 emails and 2 mobile phone numbers on RocketReach.
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