M

Matthew James's email & phone

Position:Private Wealth Manager | Portfolio Advisor at Merrill Lynch
Experience:24 years
Location:New York, New York, United States

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Work Experience

Private Wealth Manager | Portfolio Advisor at Merrill Lynch

Jan 2015 - Current

Podcaster at Oh Six Answers

Jan 2023 - Current

Private Wealth Management TA | MBA at Columbia Business School

Jan 2017 - Jan 2019

Army Captain | Military Intelligence | Combat Veteran at US Army

Jan 2006 - Jan 2015

Military Cadet Summer Exchange at Royal Military Academy Sandhurst

Jan 2005 - Jan 2006

Army Cadet at United States Military Academy at West Point

Jan 2002 - Jan 2006

Matthew James started working in 2002, then the employee has changed 5 companies and 5 jobs. On average, Matthew James works for one company for 5 years.

Education

Bachelor of Science (BS), Engineering Management (Nuclear Engineering) at United States Military Academy at West Point

Masters of Business Administration (MBA), Finance & Management at Columbia Business School

Yale School of Management

High School, International Baccalaureate® (IB) Diploma Programme Candidate at St. John's School, Upper Tumon, Guam

Frequently Asked Questions

What is Matthew James's minimum period of employment in the companies?

Matthew James's minimum period of employment in various companies is 1 year.

What is Matthew James's average duration of employment for different companies?

On average, Matthew James works for one company for 4 years

What industries has Matthew James worked in?

Matthew James works in the Financial Services. Previously, Matthew James worked in the Higher Education, and Military.

What positions has Matthew James held before?

Previously, Matthew James worked as a Podcaster, and Private Wealth Management TA | MBA, and Army Captain | Military Intelligence | Combat Veteran, and Military Cadet Summer Exchange, and Army Cadet.

How do I contact Matthew James?

Matthew James's email address is m**********s@ml.com, phone number is +1-***-***-1035. Sign up to get contact details.

Who is the Managing Director of the Merrill Lynch?

The Managing Director of the Merrill Lynch is Andy Sieg

Matthew James Namesakes

Name
Company
Position

Other employees at Merrill Lynch

Name
Company
Position
C
Private Wealth Manager, Senior Vice President
S
Wealth Management Advisor, Managing Director

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