Clayton James Email & Phone Number
Managing Director @ Jamestowne Investments LLC
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Clayton James Location
- Williamsburg, VA, US
Clayton James Work
- Managing Director @ (May 2016 - Present)
- President Of The Board Of Directors @ (September 2017 - Present)
- Sole Proprietor @ James Brothers Oyster Company (February 2012 - June 2016)
- Managing Partner @ Reagan & James Wealth Advisors (February 2009 - May 2016)
- Financial Advisor @ (June 2003 - December 2005)
- Regional Sales Manager @ (September 1991 - June 2002)
Clayton James Education
- Hampden-Sydney College
BS (Economics, Mathematics)
1987-1991
Clayton James Skills
- Leadership
- Series 63
- Team Building
- Mergers
- Insurance
- Retirement Planning
- Account Management
- Sales
- Financial Planning
- Portfolio Management
- Investments
- Business Development
- Finance
- Strategic Planning
- Asset Allocation
- Strategy
- Financial Services
- Asset Managment
- Wealth Management
- Sales Management
- Life Insurance
- Strategic Financial Planning
- Risk Management
- New Business Development
- Marketing
- Asset Management
- Customer Service
- Business Strategy
- Research
- Marketing Strategy
- Mergers and Acquisitions
- Series 65
- Series 7
Clayton James Summary
- Clayton James, based in Williamsburg, VA, US, is currently a Managing Director at Jamestowne Investments, LLC.. Clayton James brings experience from previous roles at ROSEWELL FOUNDATION INC, James Brothers Oyster Company, Reagan & James Wealth Advisors and Merrill Lynch. Clayton James holds a 1987 - 1991 BS in Economics, Mathematics @ Hampden-Sydney College. With a robust skill set that includes Leadership, Series 63, Team Building, Mergers, Insurance and more. Clayton James has 1 emails and 1 mobile phone numbers on RocketReach.
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