James Concepcion Email & Phone Number
Regional VP - Capital Development @ Flagship Healthcare Properties
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James Concepcion Location
- New York, NY, US
James Concepcion Work
- 2025 -now Regional VP - Capital Development @
- 2023 -2025 RIA Senior Regional Director @
- 2016 -2023 Vice President, Wealth Solutions Group @
- 2002 -2016 Vice President, Wealth Management Group @
- 1997 -2001 Internal Wholesaler @
- 1996 -1997 Customer Service Rep @ Alliance Capital Management
James Concepcion Education
- Rutgers University
BA (Political Science)
1990-1994 - College for Financial Planning
James Concepcion Skills
- Financial Advisory
- Sales Operations
- Sales
- Mutual Funds
- Series 7
- Wealth Management
- Banking
- Sales Process
- Marketing
- Investments
- Financial Modeling
James Concepcion Summary
- James Concepcion, based in New York, NY, US, is currently a Regional VP - Capital Development at Flagship Healthcare Properties. James Concepcion brings experience from previous roles at Bluerock Capital Markets, BNY Mellon, OppenheimerFunds and JP Morgan. James Concepcion holds a 1990 - 1994 BA in Political Science @ Rutgers University. With a robust skill set that includes Financial Advisory, Sales Operations, Sales, Mutual Funds, Series 7 and more. James Concepcion has 2 emails and 3 mobile phone numbers on RocketReach.
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