James Duffin Email and Phone Number
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.
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Operations Associate - TradingBallentine Partners, LlcBoston, Ma, Us -
Operations Associate - TradingBallentine Partners, Llc Jun 2024 - PresentWaltham, Massachusetts, United States -
Intramural Sports EmployeeFairfield University Sep 2023 - May 2024Fairfield, 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 -
Wealth Management InternLiquid Capital Inc. May 2023 - Aug 2023Norwell, 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
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Outside OperationsWollaston Golf Club May 2022 - Aug 2023Milton, 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 -
Customer Service AssociateThe Home Depot Jun 2020 - May 2022Quincy, 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
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Finance, General
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?
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James Duffin
Houston, Tx -
James Duffin
Network Admin / Facilities Manager. San Joaquin Valley College, Temecula CampusTemecula, Ca1sjvc.edu -
3rockwellcollins.com, corp.rockwellcollins.com, collinsaerospace.com
1 (319) 2XXXXXXX
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