Jim Seuffert
Former Chairman Of The Board at Envestnet Institute On Campus
- Role
- Chairman of the Board at Envestnet On Campus
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jim Seuffert
August 1996. Co-founded Lockwood Financial Group, a turnkey investment platform serving…
Experience
Chairman of the Board
Apr 2020 — Present · Berwyn, PA, US
Education
Mount Saint Mary's College
Bachelor of Science (B.S.), Finance
1976 — 1980
Skills
- Investment Advisory
- Portfolio Management
- Public Speaking
- Start-Ups
- Financial Services
- Mutual Funds
- Risk Management
- Finance
- Consulting
- Equities
- Financial Analysis
- Sales
- Technology Product Development
- Marketing
- Online Communications
- Program Management
- Management
- Online Survey Design
- Web Services
- Investments
- Entrepreneurship
- Web Analytics
- Asset Management
- Financial Advisory
- Investment Management
- Series 7
- Strategic Planning
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