Jim Worden has been working as a Director of Research in Hanson McClain Advisors since 2012. Furthermore, Jim Worden has an employment history at more than seven companies in the relevant field. Jim has a total work experience of 15+ years. Jim Worden studied at the Brigham Young University - Hawaii from 1995 to 1998. Jim learned English and Tagalog. This professional has the following certificates: Chartered Financial Analyst, Series 7, Chartered Alternative Investment Analyst, Chartered Market Technician, and Series 65. Currently this professional lives in Los Angeles, California region. Find this professional's current email address and number through our search.
Name variants:
James Worden
Last updated May 26, 2024
Contact Information
Last Update
Jul 5, 2022
Email
wo**@gmail.com, ji**@hansonmcclain.com
Location
Los Angeles, CA
Company
Workplace
Colleagues
Work History
Director of Research
~Oversees investment research, fund diligence, portfolio analytics, and risk management processes
~Member of Investment Committee
from Jun 2012
Investment Committee/Portfolio Counselor at IPCM
Nov 2008 — May 2012
Investment Committee/Portfolio Counselor
~Managed assets in domestic equities at the company, sector, and style level
~Responsible for overseeing asset allocation of $400 million in assets on various platforms and programs
~Oversee...
Jul 2003 — May 2012
Advisory Services/Compliance
~Oversaw or assisted in portfolio accounting, reconciliation, fee processing and collection, trading, and manager due diligence
~Conducted research/analysis for investment managers
~Wrote qu...
Dec 2001 — Jul 2003
Research Analyst
~Made equity recommendations to RIA and hedge fund
2001 — 2001
Education
1995 — 1998
Occupations
Executive
Chief Executive Officer
Chief Information Officer
Founder
Chief Research Officer
Accountant
Finance and Accounting Specialist
Counselor
Corporate Executive
Chief Executive
Technology Director
Technical Managers
Founding Member
Accounting Bookkeeper
Bookkeeper
Advisor
Skills
Asset Allocation
Alternative Investments
Investments
Portfolio Management
Equities
Mutual Funds
Investment Management
Strategic Financial Planning
Wealth Management
Trading
Financial Advisory
Securities
Hedge Funds
Options
Risk Management
Asset Management
Series 7
Quantitative Analysis
Valuation
Financial Modeling
Finance
Retirement Planning
Financial Markets
Asset Managment
Series 63
Investment Advisory
Due Diligence
Finra
Bonds
Financial Services
Fund of Funds
Capital Markets
Series 65
Hedging
Financial Analysis
Bloomberg
Investment Strategies
Wealth Management Services
Equity Research
Etfs
Fixed Income
Chartered Financial Analyst
Management
Financial Planning
FAQs about Jim Worden
What is the profession of Jim Worden?
This professional's job is Founder | Chief Executive Officer | Chief Information Officer
What jobs is Jim proficient at at?
The expert is proficient at such jobs as Executive and Chief Executive Officer.
Where is Jim Worden located?
The expert is located in Los Angeles, California.
What is Jim's email?
Jim's email is wo**@gmail.com and ji**@hansonmcclain.com.
How many companies did Jim Worden work at?
Jim Worden worked at seven jobs.
Where has Jim Worden studied?
Jim studied at the Brigham Young University - Hawaii from 1995 to 1998.
Are there any professional certifications Jim Worden has?
This expert received the following certifications: Chartered Financial Analyst, Series 7, Chartered Alternative Investment Analyst, Chartered Market Technician, Series 65, and Series 63.
What languages does Jim Worden speak?
Jim Worden speaks English and Tagalog.