James J. Okamura

Senior Managing Director, Advisory Services

Role: Senior Managing Director at Fi-Tek
Location: Edison, NJ, US
LinkedIn followers: 500 followers

Information TechnologyView LinkedIn profile

About James J. Okamura

Career rooted in Wealth Management as an Investment Professional with expertise in…

Experience

Senior Managing Director
Fi-Tek
Oct 2023 — Present · Edison, NJ, US

Education

Montclair State University
BA, Finance
1985 — 1989

Skills

Chartered Financial Analyst
Certified Financial Planner
Accredited Wealth Management Advisor
Investments
High Net Worth Individuals
Separately Managed Accounts
Investment Strategies
Asset Allocation
Portfolios
Managed Accounts
Series 7
Sma
Series 24
Series 66
Wealth Management
Trust Services
Portfolio Management
Asset Management
Uniform Combined State Law
Alternative Investments
Private Banking
Wealth Management Services
Hedge Funds
Mutual Funds
Asset Managment
Estate Planning
Investment Advisory
Managing Accounts
Investment Management

Contact information

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Work email
•••••@fi-tek.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Fi-Tek

IT Services and IT Consulting · 248 employees · Founded 1998 · Edison, New Jersey, United States

Fi-Tek is a premier financial technology company with industry leading product solutions catering to the entire lifecycle of Wealth Management and complex Investor Accounting requirements of Hedge Funds & other securities partnerships. Fi-Tek also renders a complete gamut of Operations Outsourcing services leveraging its cutting-edge technology platforms. In business for almost two decades, Fi-Tek has established several long-standing client relationships with a wide spectrum of financial institutions that include Private Banks, Trust Banks, Wealth Managers, RIAs, Hedge Fund Managers & Administrators and Family Offices. Fi-Tek has 450 clients worldwide, ranging in size from $200 Million to $80 Billion, with a combined AUA of over $1.3 Trillion. Product innovation and client orientation have been and continue to serve as the pillars of Fi-Tek’s success. Product platforms have been built and augmented through the years using state-of-the-art technology, extensive domain knowledge and insights derived from key clients & partners. Fi-Tek has a scalable global business model with best-in-class infrastructure and facilities across the world. Being ISO 9001:2008 certified and engaging in SSAE 16 SOC1 Type II Audit annually, Fi-Tek follows industry standard best practices in all business functions including development, implementation & support. Fi-Tek’s global resource pool consists of top-notch professionals from varied disciplines, including highly skilled analysts & programmers, technologists, MBAs, and CPAs who render the organization with an ideal blend of technical skills & domain expertise. For more information, please visit

fi-tek.com

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About James J. Okamura

Experience

Senior Managing Director

Education

Montclair State University

Skills

Find verified contacts for anyone on LinkedIn