James Dalton

James Dalton CPA, CFP, CFA has a diverse and extensive work experience.

James is currently serving as the Chief Academic Officer at CeriFi since October 2020.

Before that, they were the CEO of Money Education starting from January 2011.

James has also worked as a faculty at George Mason University from September 2014 to July 2017 and at Georgetown University from January 2002 to July 2014.

James served as the Executive Vice President at Assessment Technologies Institute from June 2010 to March 2011.

Prior to that, they worked as the Senior Vice President at Kaplan Professional from April 2005 to May 2010 and at BISYS Education Services (Formerly Dalton Publications) from May 2002 to April 2005.

James Dalton also has experience as the President of Dalton Publications from 1999 to 2002.

James started their career as a Senior Manager at KPMG from January 1995 to December 1999 and as a Staff at LaPorte Sehrt Romig Hand from 1992 to 1994.

James Dalton CPA, CFP, CFA has a diverse education history that includes multiple degrees and certifications. James began their education in 1988 at the Florida State University - College of Business, where they obtained a Bachelor's degree in Accounting with a focus on Business. Following this, James pursued further education at Loyola University New Orleans from 1992 to 1993, earning their Master of Business Administration (MBA) with a specialization in Finance. Continuing their academic journey, they attended the University of New Orleans from 1993 to 1996, completing a Master of Science (MS) degree in Taxation.

In addition to their extensive education, James holds several certifications. James is a Certified Financial Planner (CFP), awarded by the CFP Board. James is also a Certified Public Accountant, granted by the State Board of CPAs of Louisiana. Finally, James is a Chartered Financial Analyst (CFA) Charterholder, a prestigious certification provided by the CFA Institute.

It is important to note that the specific months and years of obtaining the certifications are not provided in the given information.