James Bergeron Email & Phone Number
Managing Director @ Nuveen, a TIAA company
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James Bergeron Location
- Minneapolis, MN, US
James Bergeron Work
- Managing Director @ (January 2021 - Present)
- Vice President and General Manager @ Ameriprise Financial Services, Inc. (October 2018 - January 2021)
- Vice President, Trust Administration and Investments @ Ameriprise Financial Services, Inc. (March 2018 - October 2018)
- Managing Director @ (December 2016 - March 2018)
- Senior Vice president @ (December 2011 - October 2016)
- Managing Director, Wealth Solutions Group @ RBC Wealth Management (September 1999 - November 2011)
- Senior Estate and Business Planning Consultant @ Ameriprise Financial (January 1992 - September 1999)
James Bergeron Education
- Vanderbilt University School of Law, Nashville, TN
Doctor of Law (J.D.) (Taxation and Business Structure)
- Augsburg University
Bachelor of Arts (B.A.) (Majors in Economics and Political Science, Minor in Accounting)
James Bergeron Skills
- Business Development
- Estate Planning
- Finance
- Financial Services
- High Net Worth Individuals
- Strategic Philanthropy
- Trust Services
- Wealth Management
- Wealth Management Services
James Bergeron Summary
- James Bergeron, based in Minneapolis, MN, US, is currently a Managing Director at Nuveen. James Bergeron brings experience from previous roles at Ameriprise Financial Services, Inc. and Nuveen. James Bergeron holds a Doctor of Law (J.D.) in Taxation and Business Structure @ Vanderbilt University School of Law, Nashville, TN. With a robust skill set that includes Business Development, Estate Planning, Finance, Financial Services, High Net Worth Individuals and more. James Bergeron has 1 emails and 2 mobile phone numbers on RocketReach.
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