James Brennan Email & Phone Number
Regional Vice President, External Wholesaler @ Nationwide Financial
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James Brennan Location
- Washington, DC, US
James Brennan Work
- 2024 -now Regional Vice President, External Wholesaler @
- 2022 -2024 Executive Director, Family Office Resources @
- 2018 -2022 Vice President, Wealth Strategist @
- 2012 -2018 Regional Vice President, External Wholesaler | Advanced Markets @
James Brennan Education
- Georgetown University Law Center
Master of Laws (LL.M.)
2004-2006 - Wake Forest University School of Law
Doctor of Law (J.D.)
2000-2003 - University of Scranton
Bachelor of Science (B.S.) (Finance)
1996-2000
James Brennan Skills
- Exit Strategies
- Corporate Trust
- Personal Trust Administration
- Nonprofit Organizations
- Private Foundations
- Donor Advised Funds
- Asset Location
- Asset Allocation
- Asset Protection
- Alternative Investments
- Estate Tax Planning
- Wealth Transfer
- Charitable Gift Planning
- Facilitation
- Real Estate Transactions
- Territory Management
- 1031 Exchanges
- Variable Annuities
- Trust Services
- Investment Management
James Brennan Summary
- James Brennan, based in Washington, DC, US, is currently a Regional Vice President, External Wholesaler at Nationwide Financial. James Brennan brings experience from previous roles at Morgan Stanley, Bank of America Merrill Lynch and Jackson. James Brennan holds a 2004 - 2006 Master of Laws (LL.M.) @ Georgetown University Law Center. With a robust skill set that includes Exit Strategies, Corporate Trust, Personal Trust Administration, Nonprofit Organizations, Private Foundations and more. James Brennan has 3 emails and 3 mobile phone numbers on RocketReach.
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