James Bolan Email & Phone Number
Private Client Financial Advisor @ Citizens Securities, Inc.
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
James Bolan Location
- Milford, CT, US
James Bolan Work
- 2023 -now Private Client Financial Advisor @
- 2019 -2023 Private Client Advisor @ JPMorgan Chase Bank, N. A.
- 2018 -2019 Financial Advisor @ JPMorgan Chase Bank, N. A.
- 2016 -2018 Associate Financial Consultant @
- 2016 -2016 Financial Manager @
- 2015 -2016 Relocation Accounting Analyst @
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. James Bolan has 1 emails on RocketReach.
Looking for a different James Bolan?
Find contact details for 700 million professionals.
Others Named James Bolan
James Bolan
Principal
Newton, MA, US
James Bolan
Senior Production Coordinator
Farmingville, NY, US
Top Citizens Securities, Inc. Employees
Paramjit Singh
Vice President, Wealth Advisor
Needham, MA, US
Ron Homer
SVP- Regional Director- Wealth | New Jersey
New York, NY, US
Robert Orbin Jr.
Private Client Financial Advisor, Vice President
Scranton, PA, US
Danilo R Carvalho
Private Client Financial Advisor, Vice President
Redford Charter Township, MI, US
Jim Scherer
Private Client Financial Advisor, VP
Greenwich, CT, US
Anthony Coiro
VP, Private Client Financial Advisor
Denville, NJ, US
Craig Johnson
Vice President
Bedford, NH, US
Jamie Viceconte
Senior Vice President, Head of Investment Product
Stamford, CT, US
Chris W.
Vice President, Senior Financial Advisor
Estero, FL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co