James Bormolini

James Bormolini, CFA has a diverse work experience history. James started their career as a Summer Intern at Prestige Building Company in 2015, where they performed final inspections of houses and ensured that contractors met the company's standards. In 2016, they gained further internship experience as a Summer Intern at the Center for Cellular and Molecular Technology. James then joined Rademacher Financial, Inc. as a Financial Planning Intern, where they built Excel models, conducted investment research, and input data for financial plans using Raymond James software. James later transitioned to the role of Investment Consultant at the same company, where they monitored client account performance, conducted stock research, and assisted with the development of the firm's due diligence process. In 2019, James joined Security Benefit as an Investment Analyst, and they are currently in this role.

James Bormolini, CFA received their Bachelor of Science (B.S.) degree in Finance and Economics from The University of Kansas, where they attended from 2013 to 2017. Prior to that, they completed their high school education at Lansing High School, from 2009 to 2013.