James Cawley Email & Phone Number
Certified Financial Planner® Professional @ CCR Wealth Management
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James Cawley Location
- Boston, MA, US
James Cawley Work
- Certified Financial Planner® Professional @ (April 2026 - Present)
- Associate @ (October 2024 - Present)
- Relationship Manager @ (January 2023 - June 2024)
- Financial Advisor @ (January 2022 - January 2023)
- Job Coach @ (June 2021 - August 2021)
- Facebook Advertisement Analyst @ Brass Roots (September 2020 - August 2021)
- Campaign Fellow @ (September 2019 - November 2019)
- Program Director @ (May 2019 - August 2019)
- Camp Counselor @ (June 2017 - August 2018)
James Cawley Education
- Tulane University
James Cawley Skills
- FINRA
- Retirement Plan Consulting
- College Education Planning
- Public Speaking
- Microsoft PowerPoint
- Microsoft Word
- Microsoft Excel
- Google Docs
- Spanish
- Communication
- Leadership
- Relation Management
James Cawley Summary
- James Cawley, based in Boston, MA, US, is currently a Certified Financial Planner® Professional at CCR Wealth Management. James Cawley brings experience from previous roles at CCR Wealth Management, Strategy Asset Managers, LLC., Equitable and VABIR. The Vermont Association of Business, Industry & Rehabilitation. James Cawley holds a Tulane University. With a robust skill set that includes FINRA, Retirement Plan Consulting, College Education Planning, Public Speaking, Microsoft PowerPoint and more. James Cawley has 2 emails and 1 mobile phone numbers on RocketReach.
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