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James A Waldorf

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James A Waldorf

Financial Consultant

Illinois, Bloomington, United States

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James A Waldorf

Summary

James A Waldorf is an accomplished investment officer with extensive experience in portfolio management at Wells Fargo Advisors. With a career spanning over 16 years at the same firm, he has held various leadership roles including First Vice President and Associate Vice President, specializing in fundamental choice portfolio management. James possesses a strong educational background with a BS in Political Science from Illinois State University, which complements his expertise in financial services. His professional journey reflects a deep commitment to investment strategies and client service in a dynamic market. James is also well-versed in regulatory frameworks, holding multiple licenses including Series 7, 63, and 65. He is known for his ability to navigate complex financial landscapes and deliver tailored investment solutions. Outside of his professional life, he likely engages in continuous learning to stay ahead in the fast-evolving finance sector.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

James A Waldorf

Work Experience

💼

First Vice President-Investment Officer, Senior Fundamental Choice Portfolio Manager at

Wells Fargo Advisors

January 2022 - Present

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James A Waldorf

Education

ISU, BS, Political Science

January 1981 - January 1983

Frequently Asked Questions about James A Waldorf

What is James A Waldorf email address?

James A Waldorf's primary email address is *************@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

Where James A Waldorf graduated from?

James A Waldorf holds a degree in null from ISU.

How can I directly contact James A Waldorf?

To contact James A Waldorf directly, you can use the email address *************@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.

Who is James A Waldorf?

James A Waldorf is an accomplished investment officer with extensive experience in portfolio management at Wells Fargo Advisors. With a career spanning over 16 years at the same firm, he has held various leadership roles including First Vice President and Associate Vice President, specializing in fundamental choice portfolio management. James possesses a strong educational background with a BS in Political Science from Illinois State University, which complements his expertise in financial services. His professional journey reflects a deep commitment to investment strategies and client service in a dynamic market. James is also well-versed in regulatory frameworks, holding multiple licenses including Series 7, 63, and 65. He is known for his ability to navigate complex financial landscapes and deliver tailored investment solutions. Outside of his professional life, he likely engages in continuous learning to stay ahead in the fast-evolving finance sector.

James`s contact details

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*************@wellsfargoadvisors.com

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