James Bishop Email & Phone Number
Senior Vice President - Investment Officer @ Wells Fargo Advisors
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James Bishop Location
- San Antonio, TX, US
James Bishop Work
- 2025 -now Senior Vice President, Financial Advisor @ Wells Fargo Advisors Financial Network, LLC
- 1989 -2009 Senior Vice President - Investments @
- 1987 -1989 Financial Advisor @
- 2009 -now Senior Vice President - Investment Officer @
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
- Retirement Savings
- Multi-generational Planning
- Financial Advisory
- Financial Services
- 401k 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 Wells Fargo Advisors Financial Network, LLC, 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 1 emails and 1 mobile phone numbers on RocketReach.
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