Jim Oswald

Jim Oswald

Senior Financial Advisor and Portfolio Manager
Naperville, Illinois, United States

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Work Experience

T2 Asset Management, LLC

Senior Financial Advisor

2015-03-01 - Present

Citi

Project Quality Assurance Manager and Analyst

2013-11-01 - 2014-08-01

Wells Fargo

Vice-President (Portfolio Management and Securities Finance)

2008-01-01 - 2012-01-01

ClearLend Securities, (formerly Metropolitan West Securities and Wachovia Global Securities Lending)

Assistant Vice-President (Portfolio Management and Securities Finance)

2001-01-01 - 2008-01-01

General Board of Pension and Health Benefits of the United Methodist Church

Senior Investment Analyst

1994-01-01 - 1999-01-01

Skills

investment management active etf strategies financial planning wealth management tax strategies

Languages

English