James Barrett Email & Phone Number
Financial Advisor @ Grimes & Company
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James Barrett Location
- Alton, NH, US
James Barrett Work
- Financial Advisor @ (August 2015 - Present)
- Associate Advisor @ (December 2013 - August 2015)
- Client Service Associate @ (June 2013 - December 2013)
- Financial Planning Intern @ (February 2013 - June 2013)
- Master of Business Administration (M.B.A.) at Elkin B. McCallum Graduate School of Business @ (August 2011 - May 2013)
- Investment Analyst @ Lexington Wealth Management (May 2012 - September 2012)
- Commercial Lending Associate @ (March 2012 - March 2012)
- Teller @ (June 2007 - January 2011)
- Personal Markets Strategy Team Financial Analyst @ (April 2010 - September 2010)
James Barrett Education
- Bentley University
MBA (Economics and Financial Markets at McCallum Graduate School of Business)
- Assumption University
Bachelor of Arts (B.A.) (Economics with Business Concentration)
- Wake Forest University
Graduate Certificate in Financial Planning
- Bilkent University
Went abroad through Bentley University in January (2012.)
- St. John's Prep
Activities and societies: Investment Club
James Barrett Skills
- Wealth Management
- Series 7
- Legal Advice
- Investment Management
- Corporate Finance
- Transfection
- Portfolio Management
- Asset Allocation
- Financial Analysis
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.
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Top Grimes & Company Employees
Michael Grimes
Chief Marketing Officer
Westborough, MA, US
Andrew Hamil
Chief Operating Officer
East Greenwich, RI, US
Timothy Rheaume
Financial Advisor
Westborough, MA, US
James Barrett
Financial Advisor
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Kevin Grimes
Chief Executive Officer
Needham, MA, US
Emily Wood
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Massachusetts, United States
Jordan Letendre
Financial Advisor
Auburn, MA, US
Joe Benoit
Vice President, Head of Portfolio Operations
Westborough, MA, US
Suzanne Griffin
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Boston, MA, US
Matthew Morse
Chief Investment Officer
Boston, MA, US
Thomas Grimes
Principal, Vice President
Walpole, MA, US
Gerald Connolly
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Gordon Thomas
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Westborough, MA, US
Cody Forbush
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Jae Song
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Sandra Hood
Director of People and Culture
Belmont, MA, US
Sam Cregg
Regional Director
Boston, MA, US
Michael Davide
Chief Compliance Officer
Westborough, MA, US
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