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James George Tatakis is listed as Experienced Financial Professional at AXA Advisors, LLC, a company with 3740 employees, based in Concord, New Hampshire, United States. AeroLeads shows a work email signal at axa.us.com and a matched LinkedIn profile for James George Tatakis.
James George Tatakis previously worked as Financial Professional at Axa Advisors, Llc and Equity Analyst at Taylor Wealth Management Partners. James George Tatakis holds Master Of Science In Finance (Msf) from Bentley University.
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AeroLeads found 1 current-domain work email signal for James George Tatakis. Compare company email patterns before reaching out.
James George Tatakis is a Experienced Financial Professional at AXA Advisors, LLC. He possess expertise in portfolio management, financial analysis, financial modeling, investment management, equity analysis and 5 more skills. He is proficient in Greek.
Listed skills include Portfolio Management, Financial Analysis, Financial Modeling, Investment Management, and 6 others.
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Wellesley, MA
As a financial professional at AXA Advisors, I work with individuals, families, and small businesses to help them reach their retirement, insurance, and investment goals. My comprehensive approach to working with my clients allows me to guide them through the various stages of their financial life, from asset accumulation to income protection to estate.
Boston, MA
Chief responsibility for monitoring a core portfolio of over forty stocks, including analysis and reporting of material events to portfolio managers.Performs in-depth research of individual companies on an as-needed basis, including company strategy, competitive positioning, valuation analysis, and presentation of recommendations to the investment research.
Concord, NH
Conducted fundamental equity analysis at a successful boutique asset manager with $80MM of AUM.Issued buy recommendations for individual securities in the materials, energy, and consumer discretionary sectors.
Concord, NH
Primary responsibility for coverage of the Energy, Industrials, and Materials sectors.Performed deep fundamental analysis including analysis of company strategy, financial analysis, and discounted cash flow modeling.Assisted portfolio managers on an as-needed basis to help manage client portfolios, and respond to client inquiries.Conducted marketing.
Boston, MA
Worked as a generalist equity analyst with a focus on the Energy, Consumer, Healthcare, Industrials, and Financials sectors.Was a material contributor to Boston Private's strong relative investment performance.Worked with clients and managed portfolios as an Assistant Portfolio Manager.
Concord, NH
Worked as a generalist equity analyst, researching companies in a wide range of industries.Attended investment conferences, met with senior management and sell-side analysts, and drafted clear and concise investment recommendations to the investment committee.Recommended health insurer Aetna for purchase in early 2001. Clients eventually earned over six.
Other employees you can reach at axa.us.com. View company contacts for 3740 employees →
Sally Rogers
Colleague at Axa Advisors, Llc
West Des Moines, Iowa, United States, United States
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Giovanni Grasso
Colleague at Axa Advisors, Llc
Brussels Metropolitan Area, Belgium
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Bill Tesar
Colleague at Axa Advisors, Llc
New York, New York, United States, United States
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James Wasserman
Colleague at Axa Advisors, Llc
Troy, Michigan, United States, United States
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PM
Pat Mosley
Colleague at Axa Advisors, Llc
Syracuse, New York, United States, United States
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JS
Jim Szpara
Colleague at Axa Advisors, Llc
New Jersey, United States, United States
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MO
Matt O'Brien
Colleague at Axa Advisors, Llc
New York, New York, United States, United States
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JS
Joann Salgado
Colleague at Axa Advisors, Llc
Bronx, New York, United States, United States
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SS
Sahil Singh
Colleague at Axa Advisors, Llc
Delhi, India, India
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RV
Robert Vanryzin
Colleague at Axa Advisors, Llc
New York, New York, United States, United States
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Activities and Societies: Babson United Rugby Club
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James George Tatakis works for AXA Advisors, LLC.
James George Tatakis is listed as Experienced Financial Professional at AXA Advisors, LLC.
AeroLeads has found 1 work email signal at @axa.us.com for James George Tatakis at AXA Advisors, LLC.
James George Tatakis is based in Concord, New Hampshire, United States while working with AXA Advisors, LLC.
James George Tatakis has worked for Axa Advisors, Llc, Taylor Wealth Management Partners, Kcs Advisors, Granite Investment Advisors (Formerly Boston Private Value Investors), and Boston Private Value Investors (Formerly E.R. Taylor Investments).
James George Tatakis's colleagues at AXA Advisors, LLC include Sally Rogers, Giovanni Grasso, Bill Tesar, James Wasserman, and Pat Mosley.
You can use AeroLeads to view verified contact signals for James George Tatakis at AXA Advisors, LLC, including work email, phone, and LinkedIn data when available.
James George Tatakis holds Master Of Science In Finance (Msf) from Bentley University.
James George Tatakis is listed with skills including Portfolio Management, Financial Analysis, Financial Modeling, Investment Management, Equity Analysis, Wealth Management, Financial Planning, and Life Insurance Planning.
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