Jim Webb
Senior Vice President, Investments
- Role
- Advisor Shareholder at Stirlingshire
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Jim Webb
Jim Webb is a Registered Representative (RR) and a Registered Investment Advisory…
Experience
Advisor Shareholder
Dec 2023 — Present · US
Full portfolio creation and management. Financial planning advisory.
Education
Florida State University
Bachelor of Applied Science - BASc, Economics
The Wharton School
Certified Investment Management Analyst, Investments and Securities
1989
Radford High School
High School Diploma, College prep
1969 — 1972
Florida State University
Bachelor of Science (B.S.), Economics
1972 — 1976
Florida State University - Herbert Wertheim College of Business
Bachelor of Arts - BA, Economics
East Texas A&M University
Certified Financial Planner
2017
Skills
- Team Building
- Customer Service
- Event Planning
- Investment Management
- Coaching
- Large Group Public Speaking
- Leadership Development
- Leadership
- Strategic Planning
- Business Planning
- Microsoft Office
- Marketing Strategy
- Public Speaking
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