Jim Field, Cfa

Jim Field, Cfa Email and Phone Number

President and CEO at Okabena Co. @ Okabena Co.
minnesota, united states
Jim Field, Cfa's Location
Minneapolis, Minnesota, United States, United States
Jim Field, Cfa's Contact Details

Jim Field, Cfa personal email

n/a

Jim Field, Cfa phone numbers

About Jim Field, Cfa

Jim Field, Cfa is a President and CEO at Okabena Co. at Okabena Co.. He possess expertise in alternative investments, asset allocation, investments, asset management, investment management and 24 more skills.

Jim Field, Cfa's Current Company Details
Okabena Co.

Okabena Co.

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President and CEO at Okabena Co.
minnesota, united states
Website:
okabena.com
Employees:
23
Jim Field, Cfa Work Experience Details
  • Okabena Co.
    President
    Okabena Co. Jul 2014 - Present
    Minneapolis, Mn
    View
  • Okabena Investment Services, Inc.
    President
    Okabena Investment Services, Inc. Dec 2019 - Present
    Minneapolis, Minnesota, United States
  • Northern Trust
    President And Ceo - Minnesota
    Northern Trust Jan 2009 - Jul 2014
    Minneapolis, Mn
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  • Northern Trust
    Vice President / Wealth Strategist
    Northern Trust Apr 2007 - Jan 2009
    View
  • Mid Atlantic Capital Group, Inc.
    Svp/Coo - Mid Atlantic Prime Division
    Mid Atlantic Capital Group, Inc. Jan 2006 - Nov 2006
    View
  • American Express Financial Advisors
    Vp / National Marketing / Managing Director / Sr. Analyst
    American Express Financial Advisors Oct 1996 - Dec 2005
    View
  • Deloitte & Touche Llc
    Manager, Senior Associate, And Associate
    Deloitte & Touche Llc 1991 - 1996

Jim Field, Cfa Skills

Alternative Investments Asset Allocation Investments Asset Management Investment Management Hedge Funds Portfolio Management Private Equity Investment Strategies Financial Services Wealth Management Private Banking Asset Managment Investment Advisory High Net Worth Individuals Equities Mutual Funds Strategic Financial Planning Financial Modeling Securities Bonds Wealth Management Services Financial Planning Etfs Series 7 Fixed Income Series 63 Estate Planning Equity Research

Jim Field, Cfa Education Details

Frequently Asked Questions about Jim Field, Cfa

What company does Jim Field, Cfa work for?

Jim Field, Cfa works for Okabena Co.

What is Jim Field, Cfa's role at the current company?

Jim Field, Cfa's current role is President and CEO at Okabena Co..

What is Jim Field, Cfa's email address?

Jim Field, Cfa's email address is jh****@****trs.com

What is Jim Field, Cfa's direct phone number?

Jim Field, Cfa's direct phone number is (312)-630*****

What schools did Jim Field, Cfa attend?

Jim Field, Cfa attended Williams College, Depaul University.

What skills is Jim Field, Cfa known for?

Jim Field, Cfa has skills like Alternative Investments, Asset Allocation, Investments, Asset Management, Investment Management, Hedge Funds, Portfolio Management, Private Equity, Investment Strategies, Financial Services, Wealth Management, Private Banking.

Who are Jim Field, Cfa's colleagues?

Jim Field, Cfa's colleagues are Stephanie Vitt, Bill Rose, Erika Benson, Leslie Black, Sandy Ocholik, Cpa, Angela P., Dolores Karan.

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