Scott D. James

Scott D. James Email and Phone Number

Senior Client Service Associate - Align Wealth Advisors @ Align Wealth Advisors
Scott D. James's Location
Atlanta, Georgia, United States, United States
Scott D. James's Contact Details

Scott D. James work email

Scott D. James personal email

n/a
About Scott D. James

Over 20 years of experience as a valued team member in the investment/financial services industry. My passion for helping people helps me connect with clients and understand their objectives. I have been successful at developing rapport with high-net-worth clientele and establishing long-lasting relationships. These relationships increase client retention and referrals.

Scott D. James's Current Company Details
Align Wealth Advisors

Align Wealth Advisors

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Senior Client Service Associate - Align Wealth Advisors
Scott D. James Work Experience Details
  • Align Wealth Advisors
    Senior Client Service Associate
    Align Wealth Advisors Jan 2022 - Present
    Atlanta, Georgia, United States
    Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Align Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm
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  • Stifel Financial Corp.
    Registered Client Service Associate - Stifel
    Stifel Financial Corp. Jan 2018 - Jan 2022
    Greater Atlanta Area
    View
  • Fairfield Funding
    Account Manager
    Fairfield Funding Jun 2016 - Jan 2018
    Atlanta, Georgia
    My key responsibilities as Account Manager were client retention, lead generation, and investigative document retrieval in order to facilitate a successful, streamlined process for the transfer of structured settlements and annuities for clients.
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  • Raymond James Financial, Inc.
    Associate Vice President
    Raymond James Financial, Inc. Feb 2013 - Mar 2013
    Atlanta, Ga
    Handled all day-to-day client service operations for financial advisors' client books. Provided financial advisors with analysis and due-diligence on equity positions. Assisted financial advisors while they were out of town by entering unsolicited trades.
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  • Morgan Keegan & Co Inc
    Sales Associate
    Morgan Keegan & Co Inc Jan 2007 - Feb 2013
    Atlanta, Ga
    Handled all day-to-day client service operations for financial advisors' client books. Provided financial advisors with analysis and due-diligence on equity positions. Assisted financial advisors while they were out of town by entering unsolicited trades.
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  • Bear Stearns & Co., Inc.
    Sales Associate
    Bear Stearns & Co., Inc. Jun 2003 - Jan 2007
    Handled all day-to-day client service operations for financial advisors' client books. Provided financial advisors with analysis and due-diligence on equity positions. Assisted financial advisors while they were out of town by entering unsolicited trades.
  • Prudential Securities
    Registered Sales Assistant
    Prudential Securities Nov 1997 - Jun 2003
    Atlanta, Ga
    Handled mostly all administrative tasks for financial advisors' client books. Assisted in entering trades for clients and reconciling to make sure all commissions were correct.
  • Suntrust
    Financial Service Representative
    Suntrust Jan 1997 - Nov 1997
    Atlanta, Ga
    Worked for the InStore division of SunTrust, which includes the banks located inside Publix grocery stores. Duties included handling customer transactions and cross selling other bank products. Assisted in achieving branch growth goals, from deposits to investment referrals. Balanced cash items, teller over/short reports, savings bonds, and travelers checks, while adhering to proper procedures and policies.
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Scott D. James Skills

Investments Equities Hedge Funds Management Trading Bloomberg Alternative Investments Financial Modeling Asset Management Equity Trading Using Technical Analysis And Chart Patterns Customer Service Client Rapport Client Relations Portfolio Management Bloomberg Terminal Microsoft Office Microsoft Excel Microsoft Word Customer Satisfaction Customer Retention Leadership Finance Sales Investment Portfolios

Scott D. James Education Details

  • Rochester Institute Of Technology
    Rochester Institute Of Technology
    Business Administration - Accounting

Frequently Asked Questions about Scott D. James

What company does Scott D. James work for?

Scott D. James works for Align Wealth Advisors

What is Scott D. James's role at the current company?

Scott D. James's current role is Senior Client Service Associate - Align Wealth Advisors.

What is Scott D. James's email address?

Scott D. James's email address is ja****@****fel.com

What schools did Scott D. James attend?

Scott D. James attended Rochester Institute Of Technology.

What are some of Scott D. James's interests?

Scott D. James has interest in Mountain Biking And Cycling, Hiking, Drummond Racing, Trading.

What skills is Scott D. James known for?

Scott D. James has skills like Investments, Equities, Hedge Funds, Management, Trading, Bloomberg, Alternative Investments, Financial Modeling, Asset Management, Equity Trading Using Technical Analysis And Chart Patterns, Customer Service, Client Rapport.

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