Profiel
Mr. James P.
Harkins is a Senior Vice President at Robert W.
Baird & Co., Inc.
Mr. Harkins spent over 15 years working in real estate, mortgage lending and commercial finance before beginning his financial advisor career with Smith Barney in 2002.
He began his partnership in 2009 at Smith Barney and focus on the needs of owners of privately held business, small endowments and high net worth individuals.
Prior to becoming a financial advisor, he had been a Vice President-Senior Account Manager for GE Capital’s Commercial Asset Funding group in Bellevue (part of CEF) for over 4 years.
He developed a strong appreciation for small business owners having also worked for his father’s real estate firm in Lowell, Ma selling real estate from the time he was 18.
He also spent several years in mortgage lending for Boston Federal Savings and the former First Bank in Tewksbury Mass.
Mr. Harkins earned a BA in Political Science from St Michael’s College in Vermont in 1987.
Eerdere bekende functies van Jim Harkins
| Bedrijven | Functie | Einde |
|---|---|---|
McAdams Wright Ragen, Inc. (Investment Management)
 McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance Founded in 1998, McAdams Wright Ragen, Inc. is an SEC-registered investment advisor and broker/dealer located in Seattle, Washington. In July 2014, the firm was acquired by Baird Financial Corp., which is, in turn, owned by Baird Holding Co., which is owned by Baird Financial Group, Inc. Their clients include individuals, high net-worth individuals, pension and profit sharing plans (other than plan participants), charitable organizations and corporations. | Portefeuillebeheerder-Aandelen | 01-11-2014 |
Opleiding van Jim Harkins
| St. Michael's College | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
McAdams Wright Ragen, Inc. (Investment Management)
McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance Founded in 1998, McAdams Wright Ragen, Inc. is an SEC-registered investment advisor and broker/dealer located in Seattle, Washington. In July 2014, the firm was acquired by Baird Financial Corp., which is, in turn, owned by Baird Holding Co., which is owned by Baird Financial Group, Inc. Their clients include individuals, high net-worth individuals, pension and profit sharing plans (other than plan participants), charitable organizations and corporations. | Finance |
