Andrea James Email & Phone Number
Senior Financial Advisor @ Wells Fargo Advisors
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Andrea James Location
- Des Moines, IA, US
Andrea James Work
- Senior Financial Advisor @ (November 2009 - Present)
- Licensed Personal Banker @ (June 2007 - November 2009)
Andrea James Education
- Drake
(Marketing, Management)
Andrea James Skills
- Finance
- Investments
- Insurance
- Customer Service
- Retirement Planning
- Team Building
- Life Insurance
- Wealth Accumulation Strategies
- 401k
- Small Business
- 401k Rollovers
- Asset Allocation
- Business Owner Planning
- Financial Advisory
- Financial Services
- Investment Planning
- Investment Strategies
- Relationship Management
- Retirement
- Retirement Plan Consulting
- Deferred Compensation Plans
- Retirement Savings
- Securities
- Mutual Funds
- Bonds
- Annuities
- Strategic Planning
- Wealth Preservation Planning
- Trade Associations
- Nonprofits
- Professional Associations
- Wealth Accumulation
- 401k Planning
Andrea James Summary
- Andrea James, based in Des Moines, IA, US, is currently a Senior Financial Advisor at Wells Fargo Advisors. Andrea James brings experience from previous roles at Wells Fargo. Andrea James holds a Drake. With a robust skill set that includes Finance, Investments, Insurance, Customer Service, Retirement Planning and more. Andrea James has 1 emails and 1 mobile phone numbers on RocketReach.
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