James Adelman Email & Phone Number
Vice President; Private Wealth Client Relationship Manager @ Merrill Lynch
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James Adelman Location
- Boston, MA, US
James Adelman Work
- Vice President; Private Wealth Client Relationship Manager @ (December 2025 - Present)
- Assistant Vice President; Associate Client Relationship Manager @ (October 2024 - December 2025)
- Senior Operations Representative @ (April 2022 - October 2024)
- Market Supervision Assistant @ (July 2020 - April 2022)
James Adelman Education
- Bentley University
Bachelor of Science (BS) (Economics/Finance)
2016-2020
James Adelman Skills
- Communication
- Easily Adaptable
- Google Apps
- Microsoft Office
- Microsoft Word
- Team Leadership
James Adelman Summary
- James Adelman, based in Boston, MA, US, is currently a Vice President; Private Wealth Client Relationship Manager at Merrill Lynch. James Adelman brings experience from previous roles at Merrill Lynch. James Adelman holds a 2016 - 2020 Bachelor of Science (BS) in Economics/Finance @ Bentley University. With a robust skill set that includes Communication, Easily Adaptable, Google Apps, Microsoft Office, Microsoft Word and more. James Adelman has 1 emails and 2 mobile phone numbers on RocketReach.
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