George James Email & Phone Number
Vice President, National Head of Advisor Acquisition and Development @ Fidelity Charitable®
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George James Location
- Wynnewood, PA, US
George James Work
- 2023 -now Vice President, National Head of Advisor Acquisition and Development @
- 2018 -2023 Sales Executive - Regional Director @
- 2015 -2017 Consultant Relations Senior Manager @
- 2012 -2015 Senior Manager - Education Savings Group @
- 2010 -2012 High Net Worth Client Manager @
- 2003 -2010 Vice President, Regional Sales Manager @
- 2000 -2003 Equity Sales Trader @
- 1994 -1998 Financial Consultant @
- 1992 -1994 Corporate Finance Analyst @
George James Education
- University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Masters in Business Administration (Investments and Securities)
- University of Virginia
Bachelor of Arts
George James Summary
- George James, based in Wynnewood, PA, US, is currently a Vice President, National Head of Advisor Acquisition and Development at Fidelity Charitable®. George James brings experience from previous roles at Vanguard. George James holds a Masters in Business Administration in Investments and Securities @ University of North Carolina at Chapel Hill - Kenan-Flagler Business School. George James has 2 emails and 1 mobile phone numbers on RocketReach.
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