James Abbott Email & Phone Number
Vice President and Wealth Advisor
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James Abbott Location
- Boston, MA, US
James Abbott Work
- Vice President and Wealth Advisor @ Claro Advisors (October 2017 - Present)
- Financial Advisor @ (January 2013 - October 2017)
- 7th Round Pick 216 @ (June 2013 - June 2013)
- Regional Market Producer @ (September 2012 - January 2013)
- Regional Market Producer @ (November 2009 - October 2012)
- Vice President and Membership Director @ (April 2005 - December 2009)
James Abbott Education
- UNH Peter T. Paul College of Business and Economics
Bachelor of Business Administration - BBA
1999-2003 - North Allegheny High School 1997-1998
- North Catholic High School 1995-1996
James Abbott Skills
- Asset Management
- Contract Negotiation
- Customer Engagement
- Customer Relations
- Customer Service
- Finance
- Financial Planning
- Financial Services
- Industry Liaison
- Insurance
- Investment Strategies
- Investments
- Life Insurance
- Networking
- Nonprofits
- Personal Finance
- Public Speaking
- Relationship Management
- Retirement
- Retirement Plan Consulting
- Risk Management
- Sales
- Strategic Planning
- Wealth Management
- Construction Risk and Insurance Specialist
- Portfolio Management
- Cris
- Workers Compensation
- Marketing
- Board of Directors
- Non Profit Leadership
- Power Skating
- Construction
- Account Management
- Government Liason
- Board of Director experience
- Construction Risk
- Sales Management
- Non Profit Director
- Financial Analysis
- Board of Director
- Social Media
James Abbott Summary
- James Abbott, based in Boston, MA, US, is currently a Vice President and Wealth Advisor at Claro Advisors. James Abbott brings experience from previous roles at Wells Fargo Advisors, Pittsburgh Penguins, USI Insurance Services and TD. James Abbott holds a 1999 - 2003 Bachelor of Business Administration - BBA @ UNH Peter T. Paul College of Business and Economics. With a robust skill set that includes Asset Management, Contract Negotiation, Customer Engagement, Customer Relations, Customer Service and more. James Abbott has 1 emails and 1 mobile phone numbers on RocketReach.
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