Gregory James Email & Phone Number
Wealth Manager Principal @ Modera Wealth Management
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Gregory James Location
- Charlotte, NC, US
Gregory James Work
- 2023 - now Wealth Manager Principal @
- 2001 - now Partner @ Parsec Financial
- 1995 - 2000 Senior Advisor @
- 1987 - 1992 Advisor @ Interstate / Johnson Lane
Gregory James Education
- Penn State University
BS (Accounting)
1979 - 1983 - Penn State Smeal College of Business
Bachelor of Science - BS (Accounting)
1979 - 1983 - College for Financial Planning
CFP
Gregory James Skills
- Alternative Investments
- Investment Management
- Asset Management
- Asset Managment
- Leadership
- Management
- Project Management
- Microsoft Excel
- Training
- Certified Financial Planner
Gregory James Summary
- Gregory James, based in Charlotte, NC, US, is currently a Wealth Manager Principal at Modera Wealth Management. Gregory James brings experience from previous roles at Parsec Financial, Charles Schwab and Interstate / Johnson Lane. Gregory James holds a 1979 - 1983 BS in Accounting @ Penn State University. With a robust skill set that includes Alternative Investments, Investment Management, Asset Management, Asset Managment, Leadership and more. Gregory James has 3 emails and 1 mobile phone numbers on RocketReach.
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