Jim Monroe

Jim Monroe, CFA has a diverse work experience in the finance industry. Jim is currently working as a Product Manager at Confluence since June 2022. Prior to that, Jim worked as a Senior Consultant at Investment Metrics from May 2021 to June 2022. Jim also held the position of Client Consultant at Style Analytics from April 2018 to January 2021. Jim's roles have allowed him to develop expertise in areas such as investment consulting, client management, and product management.

Jim Monroe, CFA, has a strong educational background in business and finance. Jim attended Boston University from 2013 to 2017, where they obtained a Bachelor's of Science degree in Business Administration with a concentration in Finance and Management Information Systems. Prior to their university studies, Jim completed their high school education at The Governor's Academy from 2009 to 2013.

In addition to their formal education, Jim Monroe has also obtained the Chartered Financial Analyst® (CFA) charter. Jim successfully completed this prestigious certification from the CFA Institute in June 2021. This additional certification further enhances their expertise and qualifications in the field of finance.