James Ouderkirk, CFA, CPA
Director at GLASfunds- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Experience
-
GLASfunds
-
United States
-
Financial Services
-
1 - 100 Employee
-
Director
-
Nov 2023 - Present
Cincinnati, Ohio, United States
-
-
-
Certuity
-
United States
-
Financial Services
-
1 - 100 Employee
-
Co-Chief Investment Officer
-
Dec 2021 - Nov 2023
Cincinnati, Ohio, United States
-
-
-
FEG Investment Advisors
-
United States
-
Financial Services
-
100 - 200 Employee
-
VP, Investment Solutions
-
Jan 2018 - Dec 2021
Cincinnati, Ohio, United States
-
-
-
BMO Family Office
-
Financial Services
-
100 - 200 Employee
-
Investment Advisor
-
Mar 2015 - Jan 2018
Chicago, Illinois, United States
-
-
Associate Portfolio Manager
-
Nov 2013 - Feb 2015
Chicago, Illinois, United States
-
-
Tax Senior & Financial Consultant
-
Apr 2013 - Oct 2013
Chicago, Illinois, United States
-
-
-
PwC
-
Professional Services
-
700 & Above Employee
-
Tax Associate - Financial Services
-
Jul 2011 - Apr 2013
Chicago, IL
-
-
-
-
Tax Intern - Financial Services
-
Jun 2010 - Sep 2010
-
-
Education
-
2010 - 2011
University of Notre Dame
Master's of Science in Accountancy, Tax Specialization -
2006 - 2010
University of Notre Dame
Bachelor of Business Administration (BBA), Accountancy
Community
You need to have a working account to view this content.
Click here to join now
