Cfp® James Powell Email & Phone Number
Senior Vice President, Trust Officer and Portfolio Manager @ Van Liew Trust Company
Cfp® James Powell's Location
Providence, RI, US
Cfp® James Powell's Work
- Senior Vice President, Trust Officer and Portfolio Manager @ Van Liew Trust Company
- Investment Product Specialist @ Ironwood Investment Management, LLC
- Vice President, Relationship Manager, Pyramis Global Advisors @ Fidelity Investments
- Vice President, Branch Manager @ Fidelity Investments
- Senior Director, Corporate Finance @ Fidelity Investments
- Consultant @ Deloitte
- Infantry Officer @ US Army
Cfp® James Powell's Education
- University of Rochester - Simon Business School
MBA (Finance and Corporate Accounting)
- St. Lawrence University
BS (Psychology and History)
Cfp® James Powell's Skills
- Chartered Financial Analyst
- Caia
- Business Development
- Investments
- Finance
- Financial Modeling
- Structured Finance
- Asset Allocation
- Portfolio Management
- Equities
Cfp® James Powell's Summary
Cfp® James Powell, based in Providence, RI, US, is currently a Senior Vice President, Trust Officer and Portfolio Manager at Van Liew Trust Company, bringing experience from previous roles at Ironwood Investment Management, LLC and Fidelity Investments. Cfp® James Powell holds a MBA in Finance and Corporate Accounting @ University of Rochester - Simon Business School. With a robust skill set that includes Chartered Financial Analyst, Caia, Business Development, Investments, Finance and more, Cfp® James Powell contributes valuable insights to the industry. Cfp® James Powell has 4 emails on RocketReach.
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Michele Pimentel
Assistant Vice President Administration at Van Liew Trust Company
Barrington, RI, US43
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