James R Reynolds

Manager, Financial Planning and Portfolio Manager

Since 2019, James R Reynolds has been working in Hfm Wealth Management based 110, 110. This person is a well-qualified Manager, Financial Planning and Portfolio Manager with over nine years of work experience. According to James's CV and work profile, James R Reynolds has worked at more than seven places with numerous backgrounds and gained various skills. James attended school at the Manhattan College from 2001 to 2005. James R Reynolds has professional certification in Chartered Financial Analyst (Cfa) and Certified Financial Planner (Cfp). James R Reynolds can be found in Bridgeport, Connecticut – where this person is currently located. You can search for this professional's email address and phone. We can also provide you with exhaustive contact information upon request.
Name variants:
Jaymes Reynolds, Jaimes Reynolds, Jim Reynolds, Jimmy Reynolds, Jimmie Reynolds, Jamie Reynolds, Jem Reynolds
Last updated May 23, 2024

Contact Information

Last Update
Jul 3, 2022
Email
ja**@ampf.com
Location
Bridgeport, CT

Workplace

HFM Wealth Management
Manager, Financial Planning and Portfolio Manager

Hartford, CT

Industry

Investment Management

Work History

Manager, Financial Planning and Portfolio Manager

1 Constitution Plz, Hartford, CT 06101
from Sep 2019

Portfolio Manager

2429 North Ave, Bridgeport, CT 06604
from Aug 2012

Financial Advisor

3500 Packerland Dr, De Pere, WI 54115
Apr 2011 — Aug 2012

Account Manager

1200 South Ave #202, Staten Island, NY 10303
2010 — 2011

International Equities Trader and Analyst

90 Park Ave, New York, NY 10016
2005 — 2008

Shareholder Reorganization Associate

2001 — 2005

Intern In Private Client Relations Group

Ubs
2001 — 2001

Education

2001 — 2005

Occupations

Executive
Manager
Financial Broker
Portfolio Manager
Operations Manager
Investment Analyst
Financial Analyst

Skills

Equities
Asset Management
Finance
Financial Planning
Financial Modeling
Alternative Investments
Portfolio Management
Retirement Planning
Investments
Financial Analysis
Chartered Financial Analyst
Certified Financial Planner
Retirement
Wealth
Financial Planners
Bloomberg
Economics
Valuation
Trading
Microsoft Excel
Banking
Business Strategy
Account Management
Series 7
Financial Advisory
Fixed Income
Financial Services
Hedge Funds
Mutual Funds
Strategic Planning
Wealth Management
Investment Management
Asset Allocation
Life Insurance
Estate Planning
Management
Global Tactical Asset Allocation
Life and Health Insurance Licenses
Retirement Income Strategies

FAQs about James R Reynolds

What is the main profession of James R Reynolds?

This professional's job is Manager, Financial Planning and Portfolio Manager

What jobs is James proficient at at?

James is proficient at Executive and Manager jobs.

Where is James R Reynolds located?

James R Reynolds is currently located in Bridgeport, Connecticut.

What is the professional's email?

James's email is ja**@ampf.com.

Where did James R Reynolds work?

The professional worked at Hfm Wealth Management, Ganim Group, Inc..

Where has James R Reynolds studied?

James studied at the Manhattan College from 2001 to 2005.

What are the certifications of James R Reynolds?

This professional received the following certifications: Chartered Financial Analyst (Cfa), Certified Financial Planner (Cfp), Cfa Institute, and Cfp Board.

What is professional industry that James R Reynolds is connected to?

James works in Investment Management industry.
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