Financial Services
Active

James O

About Me

Seasoned investment professional with decades of experience managing investment portfolios, teams and successfully overseeing portfolios or firms in transition. Have helped build and rebuild divisions and firms leading to sale or successful transition to new owners or management team.

Experience

Seniority LevelExecutive
Years of Experience20+ years
Current StatusActive

Certification

Total Certifications5

Bachelor of Arts in English

Bachelor of Arts in Economics

Former Board Member, National Association of Petroleum Investment Analysts

Member, NYSSA

Member, FAF

Skills

Core skills10
Languages1

Skills

Portfolio management (equity, balanced, and fixed income)
Management of mutual funds
Management of insurance company assets
Turnaround specialist (portfolio and investment divisions)
Public market experience
Private market experience
Experience with RIAs
Financial services industry experience
English proficiency
Economics knowledge

Languages

English

Services