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 @
- 2013 -2015 Associate Advisor @
- 2013 -2013 Client Service Associate @
- 2013 -2013 Financial Planning Intern @
- 2011 -2013 Master of Business Administration (M.B.A.) at Elkin B. McCallum Graduate School of Business @
- 2012 -2012 Investment Analyst @
- 2012 -2012 Commercial Lending Associate @
- 2007 -2011 Teller @
- 2010 -2010 Personal Markets Strategy Team Financial Analyst @
James Barrett Education
- St. John's Prep
Activities and societies: Investment Club
- 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
Went abroad through Bentley University in January (2012.)
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 Activities and societies: Investment Club @ St. John's Prep. 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
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Westborough, MA, US
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