Jim Baird has been a Chairman, Founding Principal at Compass Ion Advisors, Llc since 2008. Furthermore, the person has an employment history at more than eight companies in the relevant field. Jim has a total work experience of 30+ years. Jim Baird studied at the Wharton School from 1977 to 1978. Nowadays the person lives in Conshohocken, Pennsylvania region. Find this expert's actual email address and phone through SoftwareOfficial search.
Name variants:
James Baird
Last updated May 26, 2024
Contact Information
Last Update
Jul 5, 2022
Email
jb**@compass-ionadvisors.com, jb**@egequities.com
Location
Conshohocken, PA
Company
Workplace
Chairman, Founding Principal
Conshohocken, PA
Industry
Financial Services, Business Services, Management Services
Colleagues
Work History
Chairman, Founding Principal
300 Conshohocken State Rd, Conshohocken, PA 19428
from Dec 2008
Vice President--Branch Officer Manager
420 Montgomery St, San Francisco, CA 94129
1989 — 1993
Education
1977 — 1978
1972 — 1976
Occupations
Executive
Chairperson
Professor
School Principal
Accountant
Finance and Accounting Specialist
Chief Executive
School Administrator
Educational Manager
Accounting Bookkeeper
Bookkeeper
Skills
Financial Planning
Asset Management
Insurance
Portfolio Management
Wealth Management
Insurance Planning
Investments
Investment Advisory
Competitive Analysis
Strategic Financial Planning
Financial Planners
Asset Allocation
Asset Managment
Alternative Investments
Securities
Investment Management
Finance
Retirement Planning
FAQs about Jim Baird
What's the main profession of Jim Baird?
This professional's job is Chairman, Founding Principal
What jobs is Jim Baird a professional at?
Jim Baird is proficient at such jobs as Executive and Chairperson.
Where does Jim Baird live?
Jim Baird currently lives in Conshohocken, Pennsylvania.
What is the expert's email?
Jim's email is jb**@compass-ionadvisors.com and jb**@egequities.com.
How many companies did Jim Baird work at?
The professional worked at eight jobs.
What education does Jim Baird have?
Jim studied at the Wharton School from 1977 to 1978.
Are there any industries, that Jim Baird is connected to?
Jim Baird works in Financial Services industry.
Are there any special skills, that Jim Baird has?
This person has skills in the following areas: Financial Planning, Asset Management, Insurance, Portfolio Management, Wealth Management, Insurance Planning, Investments, and Investment Advisory.