James L Lothary

James Lothary

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Location:

Mishawaka, IN

Industry:

Financial Services

Work:

Baird Jan 1997 - Apr 2014
Consultant
St Joseph River Valley Fly Fishers 2005 - 2013
Auction Chairman
Keybank Sep 1981 - Jan 1997
Senior Vice President
Northwest Bank & Trust Company 1978 - Sep 1981
Trust Officer

Education:

University of Wisconsin - Whitewater 1970 - 1973
Bachelors, Bachelor of Business Administration, Economics, Business Whitewater High School 1966 - 1970

Skills:

Investments
Strategic Planning
Financial Analysis
Team Building
Public Speaking
Budget
New Business Development
Wealth Management
Leadership Development
Marketing Strategy
Customer Service
Microsoft Excel
Asset Allocation
Portfolio Management
Series 63
Mutual Funds
Alternative Investments
Estate Planning
Investment Strategies
Retirement Planning
Budgets
Business Development
Budgeting
Wealth Management Services
Leadership

First Vice President At Robert W. Baird

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Position:

First Vice President at Robert W. Baird

Location:

South Bend, Indiana Area

Industry:

Financial Services

Work: