James Kish
Regional Director at Globalt Investments
- Role
- Partner, Regional Director at Globalt Investments
- Location
- Roswell, GA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About James Kish
A financial services professional with 20 years of experience working with retail and…
Experience
Partner, Regional Director
Jun 2017 — Present · Atlanta, GA, US
Education
Kansas State University
BS
1990 — 1995
Skills
- Relationship Building
- Financial Advisory
- Team Leadership
- Business Relationship Management
- Series 7
- Finra
- Financial Planning
- 401k
- Investment Advisory
- Investment Management
- Client Services
- Institutional Investments
- Business Development
- Wealth Management
- Retirement
- Client Relations
- Account Management
- Defined Contribution
- Asset Allocation
- Mutual Funds
- Series 63
- Finance
- Securities
- Investments
- Asset Management
- Sales
- Wholesale
- Investment Strategies
- Portfolio Management
- Financial Services
- Series 24
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.