James Concepcion Location
New York, NY, US
James Concepcion Work
- 2023 - now RIA Senior Regional Director @ Bluerock Capital Markets
- 2016 - 2023 Vice President, Wealth Solutions Group @ BNY Mellon
- 2002 - 2016 Vice President, Wealth Management Group @ OppenheimerFunds
- 1997 - 2001 Internal Wholesaler @ J.P. Morgan
- 1996 - 1997 Customer Service Rep @ Alliance Capital Management
James Concepcion Education
- Rutgers University
BA (Political Science)
1990 - 1994 - College for Financial Planning
AWMA - Accredited Wealth Management Analyst
James Concepcion Skills
- Financial Advisory
- Sales Operations
- Sales
- Mutual Funds
- Series 7
- Wealth Management
- Banking
- Sales Process
- Marketing
- Investments
James Concepcion Summary
James Concepcion, based in New York, NY, US, is currently a RIA Senior Regional Director at Bluerock Capital Markets. James Concepcion brings experience from previous roles at BNY Mellon, OppenheimerFunds, JP Morgan and Alliance Capital Management. 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 1 emails and 1 mobile phone numbers on RocketReach.
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