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James Mason
my Home @True West
Rochester, MI, US
EMAILS
MOBILE NUMBERS
+13•••••••53
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WORK HISTORY
Present
my Home @True West
EDUCATION
N/A
Central Michigan University
BS
N/A
Central Michigan University
Bachelor of Science - BS
N/A
Andover High School
High School Diploma, Radio and Television Broadcasting Technology/Technician
SKILLS
Wealth ManagementInvestment AdvisoryDue DiligenceAnti Money LaunderingFinancial MarketsTradingAsset AllocationMutual FundsFinancial AdvisoryComplianceRisk ManagementSec RegulationsBondsStrategic Financial PlanningSecuritiesRetirement PlanningFinraBusiness Process ImprovementSeries 63401(K) Retirement Savings PlansManagementProcess ImprovementEquitiesSeries 7Investment StrategiesSoftware DocumentationSeries 53Financial ServicesExecutive ManagementSeries 24LeadershipCustomer ServiceRelationship ManagementCustomer SatisfactionTrainingInvestmentsFinancial Risk
ABOUT JAMES MASON
I collaborate with advisers and firm leadership, fostering an environment of open…
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