Jeremiah James

about

I am a finance graduate from Loyola University Maryland and a licensed Maryland Life and Health Insurance Producer with experience in equity research, valuation, financial analysis, and client relationship management. I can analyze financial statements, build valuation perspectives using DCF and market-based metrics, research companies and sectors, and communicate investment findings clearly to stakeholders. Through the Sellinger Applied Portfolio Fund, I evaluated equities, industry conditions, portfolio risk, sector allocations, and market trends to support investment recommendations. In financial services, I conduct client needs analyses for insurance, retirement, income protection, long-term care, and annuity solutions while maintaining accurate records and regulatory compliance. I am proficient in Excel, Tableau, PowerPoint, data visualization, and CRM tools, and bring strong communication, prospecting, teamwork, and disciplined time-management skills developed as a student-athlete.