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James Rafferty - Email & Phone Number

Operations Onboarding Associate at Farther

James Rafferty is based out of North Richland Hills, Texas, United States and works at Farther as Operations Onboarding Associate.

James Rafferty's Contact Information

Latest update
August 26, 2024
Location
North Richland Hills, Texas, United States

James Rafferty's Work History

Operations Onboarding Associate
Farther
Jun 2024 - Present
Senior Specialist, Advisor Services - Institutional Group
Charles Schwab
Aug 2023 - Apr 2024
Relationship Manager II Advisor Services - Group Teams
Charles Schwab
Nov 2022 - Aug 2023
Relationship Manager - Advisor Services Group
Charles Schwab
Mar 2022 - Nov 2022
Wealth Management Client Associate
Bank of America Merrill Lynch
Aug 2021 - Feb 2022
Relationship Banker
Bank of America Merrill Lynch
Sep 2020 - Aug 2021

James Rafferty's Education

The Ohio State University Fisher College of Business
Bachelor of Science in Business Administration
2015 - May 2019
Brighton High School
2011 - 2015

James Rafferty's Skills

SIE
Banking
Business Relationship Management
Customer Satisfaction
Retail Banking
Business Resilience

James's current employer

Farther logo

Farther

Description
Website
farther.com
HQ Location
new york, new york, united states
Founded
2019
Number of employees
1-10
Industry
Financial Services
Latest update
August 26, 2024
Read about Farther

Frequent questions about James Rafferty

What company is James Rafferty working for?
James Rafferty works for Farther.
What is James Rafferty's function at Farther?
James Rafferty is Operations Onboarding Associate at Farther.
Where is James Rafferty based?
James Rafferty is based out of North Richland Hills, Texas, United States.
Who are James Rafferty's co-workers?
James Rafferty's colleagues are Taylor Matthews, Meagan Ritchie.
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James's co-workers

Taylor Matthews avatar
Taylor Matthews
Founder
Meagan Ritchie avatar
Meagan Ritchie
Advisor Business Development
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