James Culberson
Denver,NC
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Financial Advisor driving client satisfaction through in-depth portfolio analysis and comprehensive investment tracking. Eagerly collaborates with like-minded colleagues to deliver detailed financial planning presentations and webinars for maximum client reach and service. Enthusiastic Financial Professional eager to contribute to team success. Experienced Professional with over twenty years of experience in Financial Services. Excellent reputation for resolving problems and improving customer satisfaction.
Overview
19
19
years of professional experience
Work History
Private Wealth Financial Planning Advisor
Cambridge Investment Research
Charlotte, NC
01.2014 - 02.2022
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
Advisor, Financial Planning
Lincoln Financial Advisors
Charlotte, NC
03.2011 - 2014
Education
Bachelor of Science - Commerce And Business Administration
University 0f Alabama
Tuscaloosa, AL08.1972
Skills
- Financial Plan Development
- Financial Document Summaries
- Financial Goal Planning
- Investment Opportunity Identification
- Investment Planning
- Retirement Needs
- Income Projections
- Investment Performance Reporting
- Funding Education
- Financial Knowledge
- Cash Management Strategies
- Wealth Management
- High Net Worth Individuals Marketing
- FINRA Rules
- Mutual Fund
- Account Performance Reviews
- Financial Analysis
- Equity and Debt
- Investment Allocations
- Client Meetings
- Capital Expenditures
- Making Insurance Decisions
- Advising on Investments
- Client Interactions
- Modeling Software
- Credit Management
- Financial Budgeting
- Cash Flow Projections
- Mergers and Acquisitions M&A
- Budget Administration
- Presentations
Twenty years as Controller and CFO for Fortune 50 Companies And Start-up Companies.
Founder and CFO of MID Systems Inc.
Controller with American Express Health Systems.
Regional Controller Xerox Corporation.
Operations Manager 3M Corporation
Timeline
Private Wealth Financial Planning Advisor
Cambridge Investment Research
01.2014 - 02.2022
Advisor, Financial Planning
Lincoln Financial Advisors
03.2011 - 2014
Bachelor of Science - Commerce And Business Administration
University 0f Alabama