James K. Boyd

Wealth Management Advisor with Van Buren Financial Group, LLC

Role
Wealth Management Advisor at Van Buren Financial Group, Llc
Location
Wilmington, DE, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About James K. Boyd

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Please visit for more information.

Experience

  1. Wealth Management Advisor

    Van Buren Financial Group, Llc

    Feb 2021 — Present · Wilmington, DE, US

Education

  • Drexel University

    Business Administration, Finance and Entrepreneurship

    2007 — 2012

Skills

  • Account Reconciliation
  • Financial Modeling
  • Microsoft Office
  • Forecasting
  • Microsoft Word
  • Analysis
  • Data Analysis
  • Access
  • Financial Reporting
  • Powerpoint
  • Microsoft Excel
  • Process Improvement
  • Accounting
  • Financial Analysis

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