Jim Worden
the Wealth Consulting Group @The Wealth Consulting Group
Sacramento, CA, US
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WORK HISTORY
Present
the Wealth Consulting Group @The Wealth Consulting Group
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SKILLS
OptionsBloombergBondsStrategic Financial PlanningFinanceFinancial ModelingAsset ManagementValuationManagementHedgingSeries 63SecuritiesFinancial MarketsTradingWealth Management ServicesFinancial PlanningAsset ManagmentSeries 65EtfsPortfolio ManagementWealth ManagementAsset AllocationMutual FundsRisk ManagementEquitiesDue DiligenceHedge FundsFinancial AdvisoryFinancial AnalysisQuantitative AnalysisInvestment ManagementInvestment AdvisoryChartered Financial AnalystFixed IncomeInvestment StrategiesAlternative InvestmentsCapital MarketsSeries 7Retirement PlanningFinra
ABOUT JIM WORDEN
Passionate about the markets, the economy, and investing, including fundamental…
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