Relationship Manager @ Depositort Trust and Clearing Corp (November 2005 - February 2008)
Financial Advisor @ Legg Mason Wood Walker Inc. (September 2003 - October 2005)
Client Associate @ (February 2003 - September 2003)
James Ahern Education
Yale University
Bachelor's Degree
1998-2002
James Ahern Skills
Strategic Portfolio Construction
Retirment Planning and Wealth Management
Investment Advice
James Ahern Summary
James Ahern, based in Summit, NJ, US, is currently a Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management. James Ahern brings experience from previous roles at Depositort Trust and Clearing Corp, Legg Mason Wood Walker Inc. and Smith Barney. James Ahern holds a 1998 - 2002 Bachelor's Degree @ Yale University. With a robust skill set that includes Strategic Portfolio Construction, Retirment Planning and Wealth Management, Investment Advice and more. James Ahern has 2 emails and 2 mobile phone numbers on RocketReach.
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