James J. Okamura
Senior Managing Director @Fi-Tek
Edison, NJ, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2023 — Present
Senior Managing Director @Fi-Tek
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Edison, NJ, US
EDUCATION
1985 — 1989
Montclair State University
BA, Finance
SKILLS
Chartered Financial AnalystCertified Financial PlannerAccredited Wealth Management AdvisorInvestmentsHigh Net Worth IndividualsSeparately Managed AccountsInvestment StrategiesAsset AllocationPortfoliosManaged AccountsSeries 7SmaSeries 24Series 66Wealth ManagementTrust ServicesPortfolio ManagementAsset ManagementUniform Combined State LawAlternative InvestmentsPrivate BankingWealth Management ServicesHedge FundsMutual FundsAsset ManagmentEstate PlanningInvestment AdvisoryManaging AccountsInvestment Management
ABOUT JAMES J. OKAMURA
Career rooted in Wealth Management as an Investment Professional with expertise in…
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