James Hartman
Managing Director at Inside-Out Learning, Inc.- Claim this Profile
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Bio
Experience
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Inside-Out Learning, Inc.
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United States
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Business Consulting and Services
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1 - 100 Employee
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Managing Director
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Apr 2017 - Present
Drive strategic growth and business development opportunities. Drive strategic growth and business development opportunities.
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SeaCrest Wealth Management
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Financial Services
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1 - 100 Employee
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Business Development
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Jun 2017 - Present
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Business Development Officer, Schwab Advisor Services
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Jan 2008 - Apr 2017
Consulted advisors on the benefits of becoming an RIA. Consulted advisors on the benefits of becoming an RIA.
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Morgan Stanley Investment Management
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Investment Management
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1 - 100 Employee
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Relationship Manager
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Oct 2001 - May 2004
Supported foundations and endowments while increasing non-proprietary fund presence in the intermediary channel with RIA & Bank Trust clients. Supported foundations and endowments while increasing non-proprietary fund presence in the intermediary channel with RIA & Bank Trust clients.
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Relationship Manager
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Jan 1995 - Sep 2001
Experience with the Quantitative Equity Group managing index funds as well as Defined Contribution plans. Experience with the Quantitative Equity Group managing index funds as well as Defined Contribution plans.
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Education
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1998 - 2000
Drexel University
MBA, Financial Management -
1989 - 1994
Indiana University of Pennsylvania
B.S., Management, Accounting, Economics
Community
