Skip to main content
James U.

James U.

Investment Manager

Talent
San BernardinoMember since July 24, 2026
Collaborative teamworkCommunity outreachConflict resolutionCultural competencyData analysisEffective communicationBehavioral assessmentTechnical analysis
·

Hire this person

Send a job offer directly to this candidate

Collaborative teamworkCommunity outreachConflict resolutionCultural competencyData analysis

About

Highly motivated with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised/supervised and quickly mastering new skills.

Results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development.

Contact gagahi@umassglobal.edu about any/all internship scheduling opportunities.

Experience

Investment Manager - Self-employed - Temecula, CA

(2022-12)

  • Maintaining relationships with external fund managers and brokers to ensure best execution of trades.
  • Collaborating with legal counsels on structuring deals and documents required for closing transactions.
  • Reviewing macroeconomic data such as GDP growth rates, inflation rates, interest rates.
  • Providing guidance on tax issues related to various types of investments.
  • Creating detailed financial models to assess risk and return of potential investments.
  • Executing trades in accordance with approved investment strategies in order to maintain desired allocations.
  • Identifying opportunities for improving portfolio performance through research, analysis and market trends.

Social Worker - Home Care Services - Temecula, CA

(2020-01 - 2022-12)

  • Provided crisis intervention services, as needed.
  • Collaborated with family members to provide comprehensive support services to clients.
  • Advised families regarding guardianship arrangements when appropriate.
  • Worked collaboratively with other professionals such as psychiatrists, psychologists, and nurses to coordinate care for clients.
  • Provided direct clinical social work services to individuals and families in a mental health setting.

CEO - Monster Jay Media - Temecula, CA

(2011-01 - 2020-01)

  • Operated as sole proprietor of media company, acquiring broadcast licenses and producing original content.
  • Provided comprehensive production equipment setup and management for various clients.
  • Facilitated broadcasting of external content, expanding overall service scope.
  • Sold media company in January 2020, leading to subsequent dissolution by new ownership.

Education

Master of Arts - Social Work - University of Massachusetts Global (2026-10)

Bachelor of Arts - Social Work - University of Massachusetts Global (2025-05)

Associate of Arts - Psychology - Palomar College (2020-01)

Associate of Science - Cybersecurity - Palomar College (2019-01)

Skills

Investment Manager

Reviews

Related