Honor Society® member
James Bungert
Wealth Management Professional
- Finance and Economics
- Class of 2018
- ArlingtonHeights, Illinois
Member since December 2017
About
Skilled in Customer Relationship Management and Business Development. Strong client-focused communicator successful at developing and maintaining customer and business relationships. Proven track record of growing capital for clients.
Trading and Brokerage Specialist with extensive Floor Trading/Options PIT experience within U.S. and global markets. Specialized experience in Futures, Equities, Options, Precious Metals, VIX, S&Ps, and Commodities. Energetic, motivated professional with expert negotiation skills.
Trading and brokering acumen gained through progressive practical experience encompassing risk management, regulatory compliance requirements, and analytical skills.
Expert knowledge of health/life insurance products and services.
Education
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DePaul University
Finance/Economics
2016 – 2018
Honors and awards
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DePaul University Academic Research Seminar Scholarship
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DePaul University SNL Summit Seminar Academic Scholarship
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DePaul University SNL General Undergraduate Academic Scholarship
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Phi Sigma Pi Honor Society Invitee
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Ralph Weiner Charitable Foundation Scholarship Recipient
Goals and interests
- Career goal
Actively seeking opportunities in Capital Markets, Compliance, Brokerage, Trading, Risk Management, or Insurance
- Outside the classroom
Golf
Experience
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Wealth Management Professional
Jun 2017 – Jan 2018
Volunteering
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Volunteer
American Legion
Jan 2011 – Jan 2018
Languages
- English (US) Advanced
Additional information
Organizations
