James Joyce is a eficient professional, that works in Orion Portfolio Solutions main office of which is in 559. on the position of Regional Vice President since 2020. James Joyce gained professional experience in more than eight positions at different companies. James Joyce went to the University of California, Davis and got education there from 1986 to 1991. This expert has the following professional qualifications: Chartered Financial Consultant (Chfc) and The American College. Chicago, Illinois is the area, where the professional was known to be settled. James Joyce's contacts are easily accessed through this website on demand.
Name variants:
Jaymes Joyce,
Jaimes Joyce,
Jim Joyce,
Jimmy Joyce,
Jimmie Joyce,
Jamie Joyce,
Jem Joyce
Last updated May 23, 2024
Contact Information
Last Update
Jul 11, 2022
Email
go**@gmail.com
Location
Chicago, IL
Company
Orion Portfolio Solutions
Workplace
Regional Vice President
Work History
Investment Advisor Representive
1255 Treat Blvd SUITE 400, Walnut Creek, CA 94597
I provide total financial needs analysis through a network of experienced professionals with expertise in:
Advisory services
Retirement analysis and programs
Estate strategies
Employee ...
Sep 2017 — Mar 2018
Regional Vice President at Nationwide
1 Nationwide Plz, Columbus, OH 43215
Currently wholesaling the company’s variable annuities, income products, and mutual funds to the independent broker-dealer channel.
2009, 2010, 2011, 2013 President’s Club Qualifier.
Thre...
Mar 2005 — Sep 2017
Regional Wholesaler
Hebron, KY
Wholesaled the company’s fee-based asset management platform to advisors. The firm offers fee-based asset management services to the 401(k) and non-qualified market through independent broke...
Mar 2004 — Mar 2005
Consultant
Performed business relationship activities to financial services companies, financial advisors, and high net worth clients. The firm is a consulting firm that strives to help financial advis...
Apr 2003 — Mar 2004
Regional Vice President
175 Water St, New York, NY 10038
Performed variable annuity wholesaling functions in Southern California and Hawaii to independent financial planning firms and wire house firms. - Fostered sales growth from near $0 to $20 m...
Nov 1999 — Jun 2002
Regional Vice President
700 Newport Center Dr, Newport Beach, CA 92660
Performed wholesaling functions to independent financial planning firms.
Ranked #1 in independent channel, #2 nationwide in rookie year (1995).
Consistently expanded sales territory and c...
May 1994 — Dec 1999
Education
1986 — 1991
Occupations
Executive
Regional Vice President
Accountant
Finance and Accounting Specialist
Advisor
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Series 63
Financial Advisory
Practice Management
Fixed Annuities
Retirement Income Strategies
Securities Regulation
Retirement Planning
Retirement Income
Portfolio Management
Sales Operations
Investments
Variable Annuities
Finance
401K
Asset Allocation
Financial Services
Wealth Management
Mutual Funds
Territory Analysis
Asset Management
Trading
Retirement
Series 65
Series 7
401 Retirement Savings Plans
FAQs about James Joyce
What's the main profession of James Joyce?
James is a Regional Vice President.
What are the main profession of The professional?
These person's professions are Executive and Regional Vice President
Where is James Joyce located?
James is located in Chicago, Illinois.
What is James's email?
James Joyce's email is go**@gmail.com.
Where did James Joyce work?
The expert worked at Orion Portfolio Solutions, Prj Insurance & Wealth Management.
Where has James Joyce studied?
James studied at the University of California, Davis from 1986 to 1991.
What are the certifications of James Joyce?
The expert received the following certifications: Chartered Financial Consultant (Chfc) and The American College.
What is the industry that James Joyce worked in?
James Joyce works in Financial Services industry.