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Jim Atkinson

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Jim Atkinson

Chief Operating Officer/Head of M&A

Austin, Texas, United States

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Jim Atkinson

Summary

Jim Atkinson is a seasoned financial services executive with extensive experience in wealth management and investment activities. Currently serving as the Chief Operating Officer and Head of M&A at Avidian Wealth Solutions, he has a proven track record in leadership roles across various financial institutions. Jim's career includes significant positions at Fidelity Investments, where he honed his skills in management and sales. His strategic insights and operational expertise have been instrumental in driving growth and optimizing performance in the firms he has worked with. Beyond his professional achievements, Jim is known for his commitment to fostering a collaborative work environment and mentoring emerging leaders in the industry. He holds an MBA from Baylor University, which complements his practical experience in the financial sector. Jim is passionate about leveraging technology to enhance investment strategies and improve client outcomes.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Jim Atkinson

Work Experience

💼

Chief Operating Officer/Head of M&A at

Avidian Wealth Solutions LLC

February 2019 - Present

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VP at

Fidelity Investments

October 2013 - December 2018

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EVP at

William G. Hammond LLC

June 2010 - October 2013

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VP Sales at

Fidelity Investments

January 2000 - January 2008

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Frequently Asked Questions about Jim Atkinson

What is Jim Atkinson email address?

Jim Atkinson's primary email address is *************@mac.com. To view the full verified email and additional contact details, sign up for free with Muraena.

Where Jim Atkinson graduated from?

Jim Atkinson holds a degree in from Baylor University - Hankamer School of Business.

How can I directly contact Jim Atkinson?

To contact Jim Atkinson directly, you can use the email address *************@mac.com. Complete contact information is available upon registration with Muraena.

Who is Jim Atkinson?

Jim Atkinson is a seasoned financial services executive with extensive experience in wealth management and investment activities. Currently serving as the Chief Operating Officer and Head of M&A at Avidian Wealth Solutions, he has a proven track record in leadership roles across various financial institutions. Jim's career includes significant positions at Fidelity Investments, where he honed his skills in management and sales. His strategic insights and operational expertise have been instrumental in driving growth and optimizing performance in the firms he has worked with. Beyond his professional achievements, Jim is known for his commitment to fostering a collaborative work environment and mentoring emerging leaders in the industry. He holds an MBA from Baylor University, which complements his practical experience in the financial sector. Jim is passionate about leveraging technology to enhance investment strategies and improve client outcomes.

Jim`s contact details

mail

*************@mac.com

*********@avidianwealth.com

*********@stawealth.com

*********@linscomb-williams.com

************@fidelity.com

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