James Walker

Investment Analyst at Fellowship Financial

Role: Investment Analyst at Fellowship Financial Planning
Location: Spokane, WA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About James Walker

Whitworth University undergraduate interested in pursuing a career in finance

Experience

Investment Analyst
Fellowship Financial Planning
Feb 2025 — Present · Spokane, WA, US
I’m excited to share that I’ve started working as an Investment Analyst at Fellowship Financial. In this role, I’ll be supporting research, portfolio analysis, and investment strategy development. I’m grateful for the opportunity to grow in the field of finance and apply what I’ve learned through my studies at Whitworth University. Looking forward to learning from the team and contributing to Fellowship Financial’s mission of thoughtful, values-driven investing.

Education

Whitworth University
Bachelor of Business Administration - BBA, Finance and Financial Management Services

Contact information

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Work email
•••••@fellowshipfinancialplanning.com
Personal email
•••••@•••••.com
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Current company

Fellowship Financial Planning

Investment Management · 5 employees · Spokane, Washington, United States

Marshall earned his bachelor\'s degree in Business Management and Human Resources from the University in Idaho in 2015. Shortly after graduating Marshall began his career in financial services as a Registered Representative in Seattle, WA. He then moved to Coeur d\'Alene, ID to continue his career in finance as a sales assistant and team member to Ryan Heacock in Spokane, WA. In 2017, Marshall excelled as Ryan\'s Junior Partner and completed the Series 65 Exam to become an Independent Financial Advisor. Marshall now operates as Ryan\'s 403(b) manager and specializes in client servicing.

fellowshipfinancialplanning.com

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