James Carey, CFA, CFP®

Director, Investments & Portfolio Management at New Covenant Trust Company
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Contact Information
us****@****om
(386) 825-5501
Location
Louisville, Kentucky, United States, US

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Bio

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Credentials

  • Chartered Financial Analyst® (CFA) Charterholder
    CFA Institute
    Aug, 2019
    - Oct, 2024
  • Certified Financial Planner
    CFP Board
    Feb, 2017
    - Oct, 2024

Experience

  • New Covenant Trust Company
    • Financial Services
    • 1 - 100 Employee
    • Director, Investments & Portfolio Management
      • Dec 2017 - Present

  • Computershare
    • Australia
    • Financial Services
    • 700 & Above Employee
    • Team Leader, Investment Services
      • Aug 2015 - Dec 2017

  • Edward Jones
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Dec 2014 - Jul 2015

  • Jefferson National
    • United States
    • Wellness and Fitness Services
    • Territory Manager
      • Aug 2011 - Dec 2014

      Provided sales support and customer service to investment advisors. Worked with hundreds of advisors to uncover client's needs and deliver expert analysis on potential solutions. Provided sales support and customer service to investment advisors. Worked with hundreds of advisors to uncover client's needs and deliver expert analysis on potential solutions.

  • RadioShack
    • United States
    • Blockchain Services
    • 700 & Above Employee
    • Sales Associate
      • Mar 2008 - Aug 2011

      Executed sales process to fulfill customer needs and consistently attain sales goals while maintaining strong customer relationships. Executed sales process to fulfill customer needs and consistently attain sales goals while maintaining strong customer relationships.

Education

  • Indiana University Southeast
    Master of Business Administration - MBA
    2016 - 2018
  • University of Louisville
    Bachelor of Science, Business Economics
    2007 - 2011

Community

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