James Hartje

Associate at Wells Fargo

Location
Thousand Oaks, California
Industry
Investment Management
Previous
  1. The Motley Fool,
  2. Seeking Alpha,
  3. Investing.com
Education
  1. Arizona State University
Recommendations11 people have recommended James
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Background

Experience

Associate

Wells Fargo
– Present (2 months)Westlake Village, California

Paid Contributor

The Motley Fool
(1 year 4 months)San Francisco, California

• Write daily analytical articles featuring detailed analysis/research on Long/Short Equity Positions, ETFs, options, commodities, etc for the Motley Fool.
• Compensated by the Motley Fool for publishing daily articles receiving both flat commission per article plus bonus based on total impressions for each article.

SA Paid Contributor

Seeking Alpha
(4 years 4 months)San Francisco, California

• Write daily analytical articles featuring detailed analysis/research on Long/Short Equity Positions, ETFs, options, commodities, etc for Seeking Alpha's Pro Platform.
• Compensated by Seeking Alpha for publishing daily articles receiving both flat commission per article plus bonus based on total impressions for each article.
• Ranked as one of Seeking Alpha's Premiere Authors amassing hundreds of thousands of impressions on a monthly basis.
• Seeking Alpha Profile Link: http://seekingalpha.com/author/james-hartje

Investment Columnist

Investing.com
(4 years 5 months)San Francisco, California

• Wrote & published daily articles featuring detailed analysis/research on Long/Short Equity Positions, ETFs, Forex, Commodities, Options, etc.
• Ranked as one of Investing.com's most popular columnists.

Founder

Stocks on Wall Street
(5 years 4 months)San Francisco, California

• Founded a successful online investment advisory firm that caters to investors of all backgrounds & skill levels by providing them with analytical research, stock picks, market updates, etc.
• Wrote & published over 1,500 articles featuring detailed analysis/research on Long/Short Equity Positions, ETFs, Forex, Commodities, etc.

Associate

Bank of America
(8 months)Corte Madera, CA

• Implement financial tools & work one-on-one with a large network of affluent clients helping them reach their financial goals by making expertise available.

President

Stocks on Wall Street
(4 years 2 months)San Francisco, California

• Turned a self-started, small blog into a multi-faceted financial website delivering detailed analysis, stock picks, investment advice, market updates, etc to over 500,000 monthly readers.
• Implemented SEO/Marketing skills to accelerate traffic & readership growth while increasing overall numbers, currently totaling over six million impressions on a monthly basis.
• Managed the day-by-day operations of the business along with heading the sales team, generating thousands of dollars in revenue on a monthly basis through affiliate marketing, PPC advertising, & private ad sales.

Summer Analyst Intern, Sales & Trading

HSBC Investments, London Headquarters
(2 months)London, United Kingdom

• Created pre-market stock research reports to assist traders with daily activities, resulted in receiving training from numerous traders on capital markets, risk management/assessment & investment opportunities.
• Worked alongside EEMEA Equity traders & helped add value by providing global trends reports.

Client Analyst

Ameriprise Financial Advisors
(1 year 3 months)San Rafael, California

• Initiated new client file management system improving advisors time efficiency by 47%.
• Wrote financial briefing reports on market volatility for over a thousand clients implementing portfolio management & brand marketing skills.

Spring Analyst Intern, Equity Capital Markets

HSBC Investments, London Headquarters
(2 months)London, United Kingdom

• Collaborated with ECM team to create daily market analysis reports utilized by the Equity Research Department.
• Implemented new techniques of equity research & analysis resulting in deriving a sell report on Compania de Vale (NYSE: RIO); resulted in a company downgrade & within the next 6-month period the share price fell 62%.

Certifications

CFA Exam I Level Candidate

– Present

Skills

  • Social Media
  • Competitive Analysis
  • SEO
  • Equity Research
  • Technical Analysis
  • Affiliate Marketing
  • Investments
  • Risk Management
  • Equities
  • Portfolio Management
  • Financial Modeling
  • Bloomberg
  • Marketing
  • Financial Analysis
  • Microsoft Excel
  • Investment Banking
  • Entrepreneurship
  • Financial Markets
  • Derivatives
  • Trading
  • Hedge Funds
  • Finance
  • Commodity
  • Capital Markets
  • Asset Management
  • Valuation
  • Options
  • Start-ups
  • Leadership
  • Analysis
  • Venture Capital
  • Securities
  • Fixed Income
  • Financial Advisory
  • ETFs
  • Alternative Investments
  • Economics
  • Market Analysis
  • Private Equity
  • Financial Services
  • Investment Strategies
  • Financial Risk
  • Digital Marketing
  • Investment Management
  • Blogging
  • Equity Trading
  • Investor Relations
  • FX trading
  • Currency
  • Emerging Markets
  • See 35+  See less

Organizations

Affiliate Marketing & Entrepreneurship Association

President & Founder

• Founded & lead an organization geared to motivating young college students to think about entrepreneurial ideas, potential business ventures, & all aspects of starting & running your own company.
• Mentor & coach over 100 students & help assist them with their entrepreneurial ventures & ideas along with teaching affiliate marketing techniques with goal of generating stable long-term incomes.

Investment Banking Industry Scholars Program

IBIS Scholar & Social Chair

• 1 of 12 selected by faculty to participate in competitive program to prepare students for careers in Finance & Investment Banking.
• Attend weekly meetings aimed to improving technical abilities, professionalism skills, & industry communication strategies.
• Participate in bi-weekly training sessions on excel modeling, corporate valuations, & financial statement awareness.

Sigma Nu Fraternity Zeta Upsilon Chapter

Treasurer & Alumni Relations

• Led the development, implementation, and monitoring of the budgeting for the Sigma Nu Fraternity.
• Implemented a budget of $100,000 to finance fraternity exchanges and university involvement activities.

W.P. Carey School of Business

Student Facilitator

• Selected to facilitate an “Intro to Business” course that engaged 19 first year W. P Carey students on the fundamentals of business practices.

• Discussed weekly topics including business ethics, workforce diversity, & globalization in the current business world.

Languages

  1. English

    Native or bilingual proficiency
  2. Spanish

    Limited working proficiency

Honors & Awards

Sigma Nu Rising Leader Scholar

Sigma Nu Fraternity Zeta Upsilon Chapter

• Awarded to the member of Sigma Nu's Zeta Upsilon Chapter who demonstrated & exemplified top leadership qualities & held an Executive Position within the Chapter.

Additional Honors & Awards

Sigma Nu Rising Leader Scholar, Investment Banking Industry Scholar

Education

Arizona State University

Bachelor of Science (BS), Major: Economics Minor: Political Science, Senior

Activities and Societies: Sigma Nu Fraternity, Investment Banking Industry Scholar, Student Facilitator/Teacher, Financial Management Association, Sports Business Association, Young Republicans of America, Affiliate Marketing & Entrepreneurship Association, ASU Book Buy, Undergraduate Student Government

San Marin HS

Additional Info

  1. Interests

    • International Travel,
    • Investing,
    • Blogging,
    • Portfolio Analysis,
    • Social Media,
    • Poker
  2. Personal Details

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