James Duffin

James Duffin Email and Phone Number

Operations Associate - Trading @ Ballentine Partners, LLC
Boston, MA, US
James Duffin's Location
Greater Boston, United States
About James Duffin

I graduated Magna Cum Laude with a B.S. in Finance from Fairfield University’s Dolan School of Business. I have experience working in the financial services industry, specifically wealth management. I have cultivated a strong work ethic, responsibility, punctuality, and exceptional communication and problem-solving skills throughout my academic and professional experiences.

James Duffin's Current Company Details
Ballentine Partners, LLC

Ballentine Partners, Llc

View
Operations Associate - Trading
Boston, MA, US
James Duffin Work Experience Details
  • Ballentine Partners, Llc
    Operations Associate - Trading
    Ballentine Partners, Llc
    Boston, Ma, Us
  • Ballentine Partners, Llc
    Operations Associate - Trading
    Ballentine Partners, Llc Jun 2024 - Present
    Waltham, Massachusetts, United States
  • Fairfield University
    Intramural Sports Employee
    Fairfield University Sep 2023 - May 2024
    Fairfield, Connecticut, United States
    • Officiate a variety of sporting events ensuring fair play• Maintain accurate statistics including scores, player performance, and key metrics• Leading successful planning and organization of tournaments and events • Implement strategies to improve event efficiency relating to complex schedules
  • Liquid Capital Inc.
    Wealth Management Intern
    Liquid Capital Inc. May 2023 - Aug 2023
    Norwell, Massachusetts, United States
    • Worked with Senior Financial Advisor providing administrative support on financial strategies • Used Commonwealth Financial Network’s portfolio management system (PMS) to oversee various aspects of 250 client accounts• Ensured execution of trade settlements and reconciliation through Commonwealth’s PMS • Developed transaction cost analysis and fee disclosure reports for advisors and clients• Attended client meetings, presenting analysis and reasoning on portfolios and investments • Constructed financial models to support portfolio management decisions
  • Wollaston Golf Club
    Outside Operations
    Wollaston Golf Club May 2022 - Aug 2023
    Milton, Massachusetts, United States
    • Provide proactive, friendly, and engaging customer service to members and guests• Recognized by management for strong interpersonal skills, judgement, and reliability• Selected to assist with setting up and supporting member tournaments and events• Utilize online software to create and edit tee times and events
  • The Home Depot
    Customer Service Associate
    The Home Depot Jun 2020 - May 2022
    Quincy, Massachusetts, United States
    • Assisted guests with processing returns, picking up on-line orders, and collaborated with other store locations to resolve complex order problems • Utilized Home Depot’s “Order Up” software to create, edit, and refund customer’s online orders• Received multiple “Homer Awards” recognizing creative problem solving and commitment to customer satisfaction

James Duffin Education Details

Frequently Asked Questions about James Duffin

What company does James Duffin work for?

James Duffin works for Ballentine Partners, Llc

What is James Duffin's role at the current company?

James Duffin's current role is Operations Associate - Trading.

What schools did James Duffin attend?

James Duffin attended Fairfield University, Boston College High School.

Not the James Duffin you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.