Matthew James

Matthew James: Email & Phone Number

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Private Wealth Manager | Portfolio Advisor at Merrill Lynch|New York, New York, United States

Position:

Private Wealth Manager | Portfolio Advisor at Merrill Lynch

Location:

New York, New York, United States

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Last updated: 2023-12-06
Updated: 2023-12-06

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Work Experience 24 years

Private Wealth Manager | Portfolio Advisor at Merrill Lynch

Jan 2015 - Current

Podcaster at Oh Six Answers

Jan 2023 - Current

Private Wealth Management TA | MBA at Columbia Business School

Jan 2017 - Jan 2019

Army Captain | Military Intelligence | Combat Veteran at US Army

Jan 2006 - Jan 2015

Military Cadet Summer Exchange at Royal Military Academy Sandhurst

Jan 2005 - Jan 2006

Army Cadet at United States Military Academy at West Point

Jan 2002 - Jan 2006

Matthew James started working in 2002, then the employee has changed 5 companies and 5 jobs. On average, Matthew James works for one company for 5 years 2 months.

Their professional focus is Active Listening, Communication, and Easily Adaptable across 3 core areas.

Education

Bachelor of Science (BS), Engineering Management (Nuclear Engineering) at United States Military Academy at West Point

Masters of Business Administration (MBA), Finance & Management at Columbia Business School

Yale School of Management

High School, International Baccalaureate® (IB) Diploma Programme Candidate at St. John's School, Upper Tumon, Guam

Matthew James Namesakes

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Matthew James
Quantity Surveyor
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Matthew James
Data Scientist
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Matthew James
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