James Rafferty

James Rafferty Email and Phone Number

Senior Onboarding Operations Associate @ Farther
Dallas, TX, US
James Rafferty's Location
North Richland Hills, Texas, United States, United States
James Rafferty's Contact Details

James Rafferty personal email

n/a
About James Rafferty

James is a member of the Advisor Transition & Success team at Farther. As an Operations Onboarding Associate, he works closely with transitioning advisors to seamlessly move their book of business on to the Farther platform.

James Rafferty's Current Company Details
Farther

Farther

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Senior Onboarding Operations Associate
Dallas, TX, US
Website:
farther.com
Employees:
439
James Rafferty Work Experience Details
  • Farther
    Senior Onboarding Operations Associate
    Farther
    Dallas, Tx, Us
    View
  • Farther
    Operations Onboarding Associate
    Farther Jun 2024 - Present
    New York, Ny, Us
    Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Backed by top-tier venture capital firms, Farther caters to professionals who are building generational wealth and need a more holistic approach to managing their money.
    View
  • Charles Schwab
    Senior Specialist, Advisor Services - Institutional Group
    Charles Schwab Aug 2023 - Apr 2024
    Westlake, Texas, Us
    • Managed the workflow and projects of independent advisory firms with between $300 million and $2 billion assets under management
    View
  • Charles Schwab
    Relationship Manager Ii, Advisor Services - Group Teams
    Charles Schwab Nov 2022 - Aug 2023
    Westlake, Texas, Us
    • Passed the Securities Industry Essentials (SIE) and promoted within 10 months
    View
  • Charles Schwab
    Relationship Manager - Advisor Services Group
    Charles Schwab Mar 2022 - Nov 2022
    Westlake, Texas, Us
    • Selected by leadership to serve on the Alternative Investments team with complex cases and promoted within 9 months
    View
  • Merrill Lynch
    Wealth Management Client Associate
    Merrill Lynch Aug 2021 - Feb 2022
    New York, Ny, Us
    View
  • Merrill Lynch
    Relationship Banker
    Merrill Lynch Sep 2020 - Aug 2021
    New York, Ny, Us
    View
  • J.B. Hunt Transport Services, Inc.
    Customer Experience Representative - Integrated Capacity Solutions
    J.B. Hunt Transport Services, Inc. May 2019 - Aug 2020
    Lowell, Ar, Us
    View

James Rafferty Education Details

  • The Ohio State University Fisher College Of Business
    The Ohio State University Fisher College Of Business
    Logistics Management
  • Brighton High School
    Brighton High School

Frequently Asked Questions about James Rafferty

What company does James Rafferty work for?

James Rafferty works for Farther

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

James Rafferty's current role is Senior Onboarding Operations Associate.

What is James Rafferty's email address?

James Rafferty's email address is james.rafferty@td.com

What schools did James Rafferty attend?

James Rafferty attended The Ohio State University Fisher College Of Business, Brighton High School.

Who are James Rafferty's colleagues?

James Rafferty's colleagues are Bella Mckeown, Robert Davenport, Alva A. Fuller Cfp®, Ea, Adam Montanez, Demi Martin, Mba, Ava Kilgore, Nelson Bradshaw.

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