Jim Whelen
- Role
- Senior Vice President -investments at Davenport & Company LLC
- Location
- Richmond, VA, US
- LinkedIn followers
- 500 followers
About Jim Whelen
Jim started his career over 35 years ago on the floor of the New York Stock Exchange…
Experience
Senior Vice President -investments
Apr 2006 — Present
Senior Vice President-Investments -Custom Financial Planning: Retirement Plans, Income, Education, Gifting & Estate Needs -Professional Money Management: Stocks,Bonds,ETF\'s, Mutual Funds & Alternative Investments for Individuals & small business. Institutional Equity Sales -Marketing proprietary research to portfolio managers and analysts-Primary focus small to mid cap companies in multiple verticals -Territory includes-New York, Colorado & West Coast-Seattle, WA to San Diego,CA Head of Institutional Equity Trading -Designated supervisory Principal -Oversee sales traders covering 200+ institutional accounts -Managed OMS,FIX and outside brokerage relationships
Skills
- Equities
- Options
- Hedge Funds
- Portfolio Management
- Investment Banking
- Equity Trading
- Investment Management
- Fixed Income
- Valuation
- Capital Markets
- Mutual Funds
- Securities
- Investment Advisory
- Investments
- Etfs
- Risk Management
- Alternative Investments
- Equity Research
- Private Equity
- Trading
- Asset Allocation
- Wealth Management
- Financial Services
- Asset Management
- Strategic Financial Planning
- Financial Planning
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