James R. Shaw
- Role
- Wealth Management Advisor at Merrill Lynch
- Location
- Princeton, NJ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About James R. Shaw
Jim believes his client\'s unique goals should be at the center of all their financial…
Experience
Wealth Management Advisor
Jul 2017 — Present
Education
Pennsbury High School
High School
2004 — 2008
The College of New Jersey
Bachelor's Degree
2008 — 2012
Skills
- Brokerage Services
- Real Estate Private Equity
- Philanthropic and Endowment Management
- Sql
- Equities
- Private Company Valuation
- Windows
- Goal Oriented
- Trade Operations
- Options Valuation
- Powerpoint
- Bloomberg Terminal
- Small Business Strategies
- Personal Budget Guidance
- Vba
- Regression Analysis
- Microsoft Excel
- Retirement Income Planning
- Estate and Wealth Structuring
- Values Based and Esg Investing
- Business Succession Planning
- Microsoft Office
- Divorce Transition Planning
- Swaps
- Portfolio Management
- Business Consulting
- Travel
- Fixed Income
- Estate and Retirement Planning Services
- Risk Management
- Customized Investment Strategies
- Equity Research
- Investments
- Financial Analysis
- Management
- Multiples Valuation
- Fx Derivatives
- Cycling
- Needs Based Analysis
- Relationship Management
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