James Bowler's Location
New York, NY, US
James Bowler's Work
- Founder and CEO @ Colsara National Wealth Management, LLC
- Registered Client Associate @ Wells Fargo Advisors
James Bowler's Education
- Villanova University
Bachelor of Arts (B.A.) (Finance)
2009 - 2013 - Croton-Harmon High School2008 - 2009
James Bowler's Skills
- Financial Advisory
- 401k Rollovers
- Microsoft Office
- Deferred Compensation Plans
- Project Management
- Estate Investment
- ACLS
- Finance
- Deferred Compensation
- Estate Investment Planning
James Bowler's Summary
James Bowler, based in New York, NY, US, is currently a Founder and CEO at Colsara National Wealth Management, LLC, bringing experience from previous roles at Wells Fargo Advisors. James Bowler holds a 2009 - 2013 Bachelor of Arts (B.A.) in Finance @ Villanova University. With a robust skill set that includes Financial Advisory, 401k Rollovers, Microsoft Office, Deferred Compensation Plans, Project Management and more, James Bowler contributes valuable insights to the industry. James Bowler has 2 emails on RocketReach.
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