James Spencer Mccaffrey is a high-level professional, that works in Cetera Financial Group main office of which is in 88. on the position of Senior Vice President since 2018. James gained professional experience in more than nine positions at different companies. James Spencer Mccaffrey went to the Southern Oregon University and received education there. San Diego, California is the area, where this professional was lastly known to be situated. This expert's e-mail and phone can be accessed through this website on demand.
Name variants:
Jaymes Mccaffrey,
Jaimes Mccaffrey,
Jim Mccaffrey,
Jimmy Mccaffrey,
Jimmie Mccaffrey,
Jamie Mccaffrey,
Jem Mccaffrey
Last updated May 23, 2024
Contact Information
Workplace
Senior Vice President
El Segundo, CA
Industry
Financial Services, Holding Company Of Broker Dealers
Colleagues
Work History
Senior Vice President
200 north Pacific Coast Hwy, El Segundo, CA
Cetera Financial Group is one of the nation’s largest independent broker-dealer and investment adviser families generating approximately $2 billion in annual revenue. It provides award-winni...
from Feb 2018
Chief Operating Officer
2301 Dupont Dr SUITE 460, Irvine, CA 92612
Directed overall operations and P&L for this diversified wealth management firm with $900 million in client assets. Functional areas of management involved strategic planning, human resource...
Apr 2015 — Aug 2017
Chief Financial Officer
444 Spear St SUITE 210, San Francisco, CA 94105
Recruited by NestWise (a subsidiary of LPL Financial) to build and lead the finance organization. In addition to the day-to-day financial oversight of NestWise, responsible for capital manag...
Dec 2012 — Jan 2014
Executive Advisor
4802 north Broadway St SUITE 200, Chicago, IL 60640
Served as an executive advisor providing accretive solutions to industry leading executives or management teams looking to build (or purchase) middle-market companies with revenues of $50+ m...
Dec 2010 — Nov 2012
Board Member
P/O Box 231, Nashua, NH
Served on the Board of Directors and member of the Capital Campaign Committee.
Nov 2010 — Jul 2011
Board Member
4000 Middlefield Rd SUITE I, Palo Alto, CA 94303
Served on the Board of Directors, Executive Committee, Finance & Investment Committee, Planned Giving Committee and Chair - HR Committee.
Jul 2008 — Jul 2011
President and Chief Operations Officer
Chaired the Executive Committee, led the strategic planning process and formulated the corporate vision and strategic direction for this wealth management firm with $1.3 billion in client as...
Jan 2005 — Dec 2009
Vice President - Finance
4707 Executive Dr, San Diego, CA 92121
Recruited by the nation's largest broker-dealer serving 12,000+ financial advisors with direct accountability for the company's general accounting, payroll, treasury, regulatory reporting, t...
Aug 2002 — Dec 2004
Education
Occupations
Executive
Senior Vice President
Counselor
Accountant
Finance and Accounting Specialist
Chief Operating Officer
HR Specialist
Human Resources Specialist
Vice President
Chief Executive
Advisor
Accounting Bookkeeper
Bookkeeper
General and Operations Manager
Recruitment
Skills
Start Ups
Mergers and Acquisitions
Strategic Planning
Strategy
Business Strategy
New Business Development
Executive Management
Management
Process Improvement
Mergers
Leadership
Business Analysis
Product Development
Negotiation
Finance
Strategic Financial Planning
Management Consulting
Change Management
Vendor Management
Enterprise Risk Management
Asset Managment
Investment Strategies
Capital Markets
Business Development
Operations Management
Wealth Management
Asset Management
Organizational Effectiveness
Small Business
Strategic Consulting
Ipo
Treasury Management
Succession Planning
Investments
Contract Negotiation
Financial Services
Banking
Portfolio Management
Marketing
Marketing Strategy
Strategy Development
Business Planning
P&L Management
Contract Negotiations
Financial Analysis
FAQs about James Spencer Mccaffrey
What's the main profession of James Spencer Mccaffrey?
The expert is a Senior Vice President.
What are the main profession of James Spencer Mccaffrey?
These person's professions are Executive and Senior Vice President
Where does James Spencer Mccaffrey live?
San Diego, California is the place where James Spencer Mccaffrey lives
What is the expert's email?
James Spencer Mccaffrey's email is ja**@gmail.com.
How many companies did James Spencer Mccaffrey work at?
James Spencer Mccaffrey worked at nine jobs.
Where has James Spencer Mccaffrey studied?
James studied at the Southern Oregon University.
What languages does James Spencer Mccaffrey speak?
James Spencer Mccaffrey speaks English.
What is professional industry that James Spencer Mccaffrey is connected to?
James Spencer Mccaffrey works in Financial Services industry.