James Bolan Email & Phone Number
Private Client Financial Advisor @ Citizens Securities, Inc.
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James Bolan Location
- Milford, CT, US
James Bolan Work
- Private Client Financial Advisor @ (September 2023 - Present)
- Private Client Advisor @ JPMorgan Chase Bank, N. A. (November 2019 - September 2023)
- Financial Advisor @ JPMorgan Chase Bank, N. A. (November 2018 - November 2019)
- Associate Financial Consultant @ (November 2016 - November 2018)
- Financial Manager @ (March 2016 - November 2016)
- Relocation Accounting Analyst @ (June 2015 - March 2016)
James Bolan Education
- Western Connecticut State University
Bachelor’s Degree (Finance, Investments and Markets)
2007-2016
James Bolan Skills
- Financial Analysis
- Accounts Payable
- Food Service
- Food
- Investments
James Bolan Summary
- James Bolan, based in Milford, CT, US, is currently a Private Client Financial Advisor at Citizens Securities, Inc.. James Bolan brings experience from previous roles at JPMorgan Chase Bank, N. A., Charles Schwab and SGA Inc.. James Bolan holds a 2007 - 2016 Bachelor’s Degree in Finance, Investments and Markets @ Western Connecticut State University. With a robust skill set that includes Financial Analysis, Accounts Payable, Food Service, Food, Investments and more.
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