James Cpwa's Location
New York, New York, United States
James Cpwa's Work
- Director @ Alex. Brown, a Division of Raymond James
- The Rasweiler Group @ UBS
- Branch Manager @ UBS
- Financial Advisor @ Merrill Lynch
- Major @ Marine Corps Recruiting
James Cpwa's Education
- Fordham University
Bachelor of Arts ( Economics)
1991 - 1993 - State University of New York Maritime College
( Electrical Engineering, Electrical Engineering)
1990 - 1991
James Cpwa's Skills
- Asset Management
- Series 3
- Strategic Financial Planning
- Management
- Market Research
- Certified Private Wealth Advisor
- Problem Solving
- Philanthropy
- Retirement Planning
- Sales
James Cpwa's Summary
James Cpwa, based in New York, New York, United States, is currently a Director at Alex. Brown, a Division of Raymond James, bringing experience from previous roles at Ubs, Merrill Lynch and United States Marine Corps. James Cpwa holds a 1991 - 1993 Bachelor of Arts in Economics @ Fordham University. With a robust skill set that includes Asset Management, Series 3, Strategic Financial Planning, Management, Market Research and more, James Cpwa contributes valuable insights to the industry. James Cpwa has 5 emails and 3 mobile phone numbers on RocketReach.
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ViewJim Cpwa
Director, Institutional Investment Consultant and Client Advisor at Alex. Brown, a Division of Raymond James
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Al Boris
Managing Director, Investments at Alex. Brown, a Division of Raymond James
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