James Drury
Client Service Associate @Forum Financial Management, Lp
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WORK HISTORY
Client Service Associate @Forum Financial Management, Lp
Thousand Oaks, CA, US
At Forum Financial Management, we help investors build, manage and preserve their wealth. It starts with a dedicated team of partners and advisors with decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning.With the foundation of this technical knowledge, we can spend more time on what we truly enjoy: getting to know our clients and their families. By understanding the hopes and dreams that reside at the center of someone\'s financial life, we are able to design an investment plan that is built to achieve a client\'s short- and long-term goals. That\'s what we consider to be the real value of an advisor.Forum Financial Management, LP is a Registered Investment Advisor. The home office of Forum Financial Management is located at 1900 South Highland Avenue, Suite 100, Lombard, IL 60••••••••20).What I post on here is my opinion, not the opinion of Forum.
EDUCATION
California Lutheran University
Bachelor of Business Administration - BBA, Marketing
ABOUT JAMES DRURY
As a driven and creative individual with a passion for marketing, I am actively seeking opportunities to utilize my skills as a Marketing Coordinator.With experience in developing and executing successful marketing campaigns, conducting market research, and managing social media platforms, I am confident in my ability to contribute to the growth and success of any organization. I am proficient in using various marketing tools and technologies, including Google Analytics and Adobe Creative Suite.I am a strong communicator and collaborator, and I excel at building and maintaining relationships with customers and team members alike. I am also adept at analyzing data to identify trends and opportunities for optimization, ensuring that marketing strategies are effective and impactful.In my previous roles, I have demonstrated a track record of success in driving brand awareness and achieving marketing objectives. I am committed to staying up-to-date with industry trends and best practices, and I am eager to contribute my expertise to a dynamic and innovative team.If you are looking for a talented and motivated Marketing Coordinator, please feel free to reach out to me. I am excited to explore new opportunities and make a meaningful impact in the field of marketing.
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