James Colao Email & Phone Number
Vice President, Wealth Advisor @ Girard, a Univest Wealth Division
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James Colao Location
- Philadelphia, PA, US
James Colao Work
- Vice President, Wealth Advisor @ (March 2024 - Present)
- Senior Financial Advisor @ (September 2022 - March 2024)
- Financial Consultant @ (August 2020 - September 2022)
- Investment Consultant @ (January 2017 - August 2020)
- Financial Solutions Advisor @ (June 2015 - January 2017)
- Inside Sales Representative @ (May 2012 - May 2015)
James Colao Education
- Northwestern University
Certificate in financial planning (School of Professional Studies)
2019-2021 - Duquesne University
Bachelor of Business Administration (B.B.A.) (Marketing)
2008-2012
James Colao Summary
- James Colao, based in Philadelphia, PA, US, is currently a Vice President, Wealth Advisor at Girard, a Univest Wealth Division. James Colao brings experience from previous roles at Vanguard, Fidelity Investments and Merrill Lynch. James Colao holds a 2019 - 2021 Certificate in financial planning in School of Professional Studies @ Northwestern University. James Colao has 2 emails and 2 mobile phone numbers on RocketReach.
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