James Langner, CFA, possesses a strong academic foundation with a Bachelor's Degree in Economics and Finance from Chapman University. Experience includes roles as a Tutor, Student Intern, and Summer Intern in various financial capacities, where skills in financial analysis, equity research, and portfolio management were developed. Notably, James held a Senior Portfolio Manager position at Financial Residency and later transitioned to a Consultant role at Booz Allen Hamilton, focusing on enterprise execution and financial projects. James progressed through multiple positions at Allied Universal, ultimately serving as Director of Strategy & Operations, showcasing significant growth in strategic operations and analytical skills.
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