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Profil
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.
Tidigare kända positioner av Jim Harkins
| Företag | Position | Slut |
|---|---|---|
McAdams Wright Ragen, Inc. (Investment Management)
 McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance McAdams Wright Ragen (MWR) employs a value oriented investment process that is based on fundamental analysis, with emphasis on a bottom-up approach. The firm's fundamental analysis seeks to determine the intrinsic value of a company. They seek to buy companies which are trading at a sufficient discount to their intrinsic value and to sell them once their intrinsic value is realized in the market. MWR generally provides advice regarding the following securities: (1) exchange-listed securities (2) securities traded over-the-counter (3) foreign issuers (4) warrants (5) corporate debt securities (other than commercial paper) (6) commercial paper (7) certificates of deposit (8) municipal securities (9) mutual fund shares (10) US government securities and (11) options contracts on securities. | Portföljförvaltare-Aktier | 2014-11-01 |
Jim Harkinss utbildningar
Erfarenheter
Innehade positioner
Aktiva
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Börsnoterade företag
Privata företag
Relationer
74
Första gradens relationer
2
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 2 |
|---|---|
St. Michael's College
 St. Michael's College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
McAdams Wright Ragen, Inc. (Investment Management)
McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance McAdams Wright Ragen (MWR) employs a value oriented investment process that is based on fundamental analysis, with emphasis on a bottom-up approach. The firm's fundamental analysis seeks to determine the intrinsic value of a company. They seek to buy companies which are trading at a sufficient discount to their intrinsic value and to sell them once their intrinsic value is realized in the market. MWR generally provides advice regarding the following securities: (1) exchange-listed securities (2) securities traded over-the-counter (3) foreign issuers (4) warrants (5) corporate debt securities (other than commercial paper) (6) commercial paper (7) certificates of deposit (8) municipal securities (9) mutual fund shares (10) US government securities and (11) options contracts on securities. | Finance |
