Directory
>
James A Waldorf
James A Waldorf
Financial Consultant
Illinois, Bloomington, United States
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.
James A Waldorf
Work Experience
First Vice President-Investment Officer, Senior Fundamental Choice Portfolio Manager at
Wells Fargo Advisors
January 2022 - Present
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
*************@wellsfargoadvisors.com