Verified recordFinancial Services

Liam Doherty James

Operating Platform at Equitable Advisors

Based in Houston, United States

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Seniority

Staff

Department

Other

Location

Houston

Industry

Financial Services

Company size

4.3K

Contact information

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Email

1 credit

l•••••••@equitable.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Liam Doherty James

Experienced in operational business development with a demonstrated history of working in the financial services industry. Skilled in cash flow analysis, team building, investment management, leadership, and account oversight. Liam joined Hawkins Laakso (HL) in 2020 and has worked in every operational role at the firm since. He now leads the operational department and ensures efficiency, effectiveness, and scalability are the primary focus of the firm. Liam graduated with his Bachelors degree in Finance and has begun to pursue his Masters in Business Administration with a Graduate Certificate in Investment Management at the University of Houston-Downtown. He is licensed in Life and Health Insurance in TX & has completed his FINRA Series 7 and Series 66 examinations. Liam is a born and raised Houstonian.

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