James Kowalonek, FRM, CAIA

James Kowalonek, FRM, CAIA

Intern

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location of James Kowalonek, FRM, CAIACharlotte, North Carolina, United States

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  • Timeline

  • About me

    Senior Market Risk Specialist at Wells Fargo

  • Education

    • St. John's High School, Shrewsbury, MA

      -
    • Clarkson University

      -
      Financial Information and AnalysisFinancial Analysis Track Finance, Economics, and Law Studies
  • Experience

    • Chicago Investment Group

      Jun 2006 - Aug 2006
      Intern
    • U.S. Bank

      Dec 2006 - Apr 2007
      Back Office Operations
    • UBS

      Apr 2007 - Mar 2009
      • Equity Derivatives Settlement Associate

        Oct 2008 - Mar 2009
      • Credit Derivatives Confirmations Associate

        Apr 2007 - Oct 2008
    • Bank of America

      Sept 2009 - Aug 2013

      Credit Derivatives Credit Derivatives

      • Trader Support Analyst, Officer

        Dec 2010 - Aug 2013
      • Documentation Analyst

        Sept 2009 - Dec 2010
    • Wells Fargo

      Aug 2013 - Jul 2018

      Municipal Derivatives Booker Runner Support both Corporate Bond and Credit Derivative trading.

      • Assistant Vice President - Capital Markets Middle Office Analyst

        Oct 2015 - Jul 2018
      • Officer - Capital Markets Middle Office Analyst

        Aug 2013 - Oct 2015
    • Barings

      Jul 2018 - May 2020
      Associate Director
    • Wells Fargo

      May 2020 - now
      Senior Market Risk Specialist
  • Licenses & Certifications

    • Certified Financial Risk Manager (FRM)

      GARP FRM Program
      Jul 2019
      View certificate certificate
    • Series 63

      Jul 2015
    • Series 7

      Dec 2013
    • CAIA Charterholder

      CAIA Association
      Nov 2021
      View certificate certificate