James Breen is a eficient expert, who works in Dietrich Partners, Inc on the position of Partner from 2017. This expert gained professional experience in more than six positions at various companies. James Breen went to the Northwestern University - Kellogg School of Management and got education from 1983 to 1985. Atlanta, Georgia is the area, where this expert was lastly known to settle. James's email address and number can be easily accessed through Connexy by request.
Name variants:
Jaymes Breen,
Jaimes Breen,
Jim Breen,
Jimmy Breen,
Jimmie Breen,
Jamie Breen,
Jem Breen
Contact Information
Last Update
Jul 13, 2022
Email
jb**@horizoninvestments.com
Location
Atlanta, GA
Company
Dietrich Partners, Inc.
Workplace
Partner
Work History
Partner
Providing strategic consulting to institutional asset managers and capital pools.
from 2017
Managing Director
6210 Ardrey Kell Rd SUITE 300, Charlotte, NC 28277
Overall responsibility for firm's activities in the Retirement Plan area
2010 — 2016
President
6210 Ardrey Kell Rd, Charlotte, NC 28277
Co Developer and Portfolio Manager for tactical ETF Strategies. Oversaw all aspects of marketing and client retention. Authored all client communications. Attracted over $300 million in AUM ...
Dec 1999 — Mar 2010
Senior Vice President
400 Galleria Pkwy SUITE 1800, Atlanta, GA 30339
Senior firm executive with primary client responsibility over 4 client relationships with aggregate assets over $10 billion. Developed significant new business including the firm's retention...
Jul 1998 — Dec 1999
Senior Vice President
Primary marketing executive for $2 billion, independent investment management firm Responsible for raising $1 billion in assets under management for firm's core value strategies Developed st...
Jun 1991 — Jun 1998
Education
1979 — 1983
Occupations
Executive
Partner
Managers
Chief Executive Officer
Chief Executive
Corporate Executive
Skills
Investments
Mutual Funds
Portfolio Management
Investment Strategies
Investment Management
Retirement Planning
Financial Services
Management
Marketing
Start Ups
401K
Retirement
Asset Allocation
Alpha Generation
Program Management
Hedge Funds
Business Acquisition
Sustainable Investing
Investor Relations
Crm
Wealth Management
Asset Management
FAQs about James Breen
What's the main profession of James Breen?
James Breen is a Partner.
What are the profession of The expert?
These person's professions are Executive and Partner
Where is James Breen located?
The expert is currently located in Atlanta, Georgia.
Does the professional have the email address?
jb**@horizoninvestments.com is The expert's email address.
How many companies did James Breen work at?
The professional worked at six jobs.
Where has James Breen studied?
James studied at the Northwestern University - Kellogg School of Management from 1983 to 1985.
What is professional industry that James Breen worked in?
James works in Investment Management industry.
What are professional skills of James Breen?
This person has skills in the following areas: Investments, Mutual Funds, Portfolio Management, Investment Strategies, Investment Management, Retirement Planning, Financial Services, and Management.