James Atwood Email & Phone Number
Managing Director, Wealth Manager @ First Republic Private Wealth Management
James Atwood's Location
United States
James Atwood's Work
- Managing Director, Wealth Manager @ First Republic Private Wealth Management
- Managing Director, Private Wealth Advisor @ Merrill Lynch
James Atwood's Education
- University of Vermont
Bachelor's Degree
1979 - 1983
James Atwood's Skills
- Project Management
- Research
- Finance
- Customer Service
- Sales
- Leadership
- Financial Analysis
- Marketing
- Strategic Planning
- Portfolio Management
James Atwood's Summary
James Atwood, based in United States, is currently a Managing Director, Wealth Manager at First Republic Private Wealth Management, bringing experience from previous roles at Merrill Lynch. James Atwood holds a 1979 - 1983 Bachelor's Degree @ University of Vermont. With a robust skill set that includes Project Management, Research, Finance, Customer Service, Sales and more, James Atwood contributes valuable insights to the industry. James Atwood has 1 email on RocketReach.
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