James Harabedian

Owner at Crooked Creek Enterprises, Inc.

Location
Charlotte, North Carolina Area
Industry
Investment Management

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James Harabedian's Overview

Current
  • Owner at Crooked Creek Enterprises, Inc.
Past
  • VP, Regional Director at Wells Fargo Institutional Retirement and Trust
  • Director at Charles Schwab Retirement Services
Education
Connections

234 connections

James Harabedian's Summary

CPA, QKA

James Harabedian's Experience

Owner

Crooked Creek Enterprises, Inc.

April 2013Present (1 year 7 months)

Horse boarding and property management

Public Company; 10,001+ employees; WFC; Financial Services industry

March 2005June 2013 (8 years 4 months)

Collaborated with Financial Advisors across the country to serve our common retirement plan sponsor clients

Public Company; 10,001+ employees; SCHW; Financial Services industry

19932005 (12 years)

Created and evolved the daily valuation retirement plan operations department for the company. Later Director in Marketing assisiting sales in the pursuit of new business, through plan pricing and RFP generation

James Harabedian's Skills & Expertise

  1. Retirement Planning
  2. Valuation
  3. Sales
  4. Series 7
  5. Series 63
  6. Mutual Funds
  7. New Business Development
  8. 401k
  9. Asset Allocation
  10. Investments
  11. Marketing
  12. Retirement
  13. Wealth Management
  14. Financial Services
  15. Investment Advisory
  16. Asset Management
  17. Portfolio Management
  18. Securities
  19. Series 6
  20. Series 24
  21. Banking
  22. Investment Strategies

View All (22) Skills View Fewer Skills

James Harabedian's Education

The University of Akron

MBA, Management

19992002

Activities and Societies: CPA, State of Ohio Qualified 401(k) Administrator (QKA) ASPPA

James Harabedian's Additional Information

Groups and Associations:

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