James Bishop Location
San Antonio, TX, US
James Bishop Work
- 2009 - now Senior Vice President - Investment Officer @ Wells Fargo Advisors
- 1989 - 2009 Senior Vice President - Investments @ UBS Group AG
- 1987 - 1989 Financial Advisor @ Drexel Burnham Lambert
James Bishop Education
- University of Michigan
Bachelor of Science (BS) (Organizational Psychology)
1975 - 1980
James Bishop Skills
- Alternative Investment Strategies
- Tax-efficient Planning
- Fixed-Income Planning
- Investment Planning
- Investments
- Finance
- Mutual Funds
- Asset Allocation
- Wealth Preservation Planning
- Estate Investment Planning
James Bishop Summary
James Bishop, based in San Antonio, TX, US, is currently a Senior Vice President - Investment Officer at Wells Fargo Advisors. James Bishop brings experience from previous roles at UBS Financial Services Inc. and Drexel Burnham Lambert. James Bishop holds a 1975 - 1980 Bachelor of Science (BS) in Organizational Psychology @ University of Michigan. With a robust skill set that includes Alternative Investment Strategies, Tax-efficient Planning, Fixed-Income Planning, Investment Planning, Investments and more. James Bishop has 2 emails and 1 mobile phone numbers on RocketReach.
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