James Barrett Email & Phone Number

Financial Advisor @ Grimes & Company

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James Barrett Location

Alton, NH, US

James Barrett Work

2015 - now Financial Advisor @ Grimes & Company
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2013 - 2015 Associate Advisor @ Financial Foundations, Inc.
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2013 - 2013 Client Service Associate @ Financial Foundations, Inc.

2013 - 2013 Financial Planning Intern @ Financial Foundations, Inc.
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2011 - 2013 Master of Business Administration (M.B.A.) at Elkin B. McCallum Graduate School of Business @ Bentley University
2012 - 2012 Investment Analyst @ Lexington Wealth Management
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2012 - 2012 Commercial Lending Associate @ Eagle Bank
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2007 - 2011 Teller @ Eastern Bank
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2010 - 2010 Personal Markets Strategy Team Financial Analyst @ Liberty Mutual Insurance

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James Barrett Education

Bentley University
MBA (Economics and Financial Markets at McCallum Graduate School of Business)
Wake Forest University
Graduate Certificate in Financial Planning
Assumption University
Bachelor of Arts (B.A.) (Economics with Business Concentration)

Bilkent University
St. John's Prep

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James Barrett Skills

Wealth Management
Series 7
Legal Advice

Investment Management
Corporate Finance
Transfection
Portfolio Management
Asset Allocation
Financial Analysis

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James Barrett Summary

James Barrett, based in Alton, NH, US, is currently a Financial Advisor at Grimes & Company. James Barrett brings experience from previous roles at Financial Foundations, Inc and Bentley University. James Barrett holds a MBA in Economics and Financial Markets at McCallum Graduate School of Business @ Bentley University. With a robust skill set that includes Wealth Management, Series 7, Legal Advice, Investment Management, Corporate Finance and more. James Barrett has 2 emails and 1 mobile phone numbers on RocketReach.

James Barrett Emails

Found 2 emails

James Barrett Phone Numbers

Found 1 phone numbers

+1 857-324-XXXX

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James Barrett

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Haddonfield, NJ, US
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James Barrett

Chief Technology Officer, Millin Associates at MedSuite

Knoxville, TN, US
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- gmail.com
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- +1 865-384-XXXX
- +1 865-660-XXXX
- +1 865-351-XXXX
- +1 941-426-XXXX
- +1 631-363-XXXX
James Barrett

Managing Director at Baird

Miami Beach, FL, US
2
- gmail.com
- rwbaird.com
4
- +1 646-998-XXXX
- +1 773-558-XXXX
- +1 212-731-XXXX
- +1 580-560-XXXX

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Top Grimes & Company Employees

Michael Grimes

Chief Marketing Officer at Grimes & Company

Westborough, MA, US
2
- gmail.com
- grimesco.com
2
- +1 617-366-XXXX
- +1 917-698-XXXX
Gerald Connolly

Vice President, Chief Compliance Officer at Grimes & Company

Massachusetts, United States
1
- grimesco.com
3
- +1 617-281-XXXX
- +1 508-366-XXXX
- +1 617-594-XXXX
Michael Davide

Chief Compliance Officer at Grimes & Company

Westborough, MA, US
1
- grimesco.com
2
- +1 936-203-XXXX
- +1 816-373-XXXX
Todd Herman

Financial Advisor and Financial Planning Specialist at Grimes & Company

Boston, MA, US
2
- gmail.com
- grimesco.com
2
- +1 336-558-XXXX
- +1 610-283-XXXX
Jennifer Moran

Financial Advisor at Grimes & Company

Westborough, MA, US
2
- gmail.com
- grimesco.com
1
- +1 508-986-XXXX
Brian Carlson

Financial Advisor at Grimes & Company

Rochester, NY, US
1
- gmail.com
3
- +1 617-501-XXXX
- +1 617-755-XXXX
- +1 203-871-XXXX

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