James Curry Email & Phone Number
Senior Vice President, Director of Wealth Management @ Greenleaf Trust
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James Curry Location
- Kalamazoo, MI, US
James Curry Work
- Senior Vice President, Director of Wealth Management @ (January 2024 - Present)
- Vice President, Assistant Director of Wealth Management @ (January 2019 - December 2023)
- Vice President, Senior Wealth Management Advisor @ (January 2014 - December 2018)
- Senior Wealth Management Advisor @ (January 2012 - December 2013)
- Wealth Management Advisor @ (June 2009 - January 2012)
- Senior Financial Planner and Senior Portfolio Construction Analyst @ Plante Moran Financial Advisors (January 2000 - April 2009)
James Curry Education
- Albion College
Honors Economics and Management (Economics, Finance)
1995-1999 - Portage Central High School
James Curry Skills
- Financial Planning
- Strategic Financial Planning
- Wealth Management
James Curry Summary
- James Curry, based in Kalamazoo, MI, US, is currently a Senior Vice President, Director of Wealth Management at Greenleaf Trust. James Curry brings experience from previous roles at Greenleaf Trust. James Curry holds a 1995 - 1999 Honors Economics and Management in Economics, Finance @ Albion College. With a robust skill set that includes Financial Planning, Strategic Financial Planning, Wealth Management and more. James Curry has 2 emails and 1 mobile phone numbers on RocketReach.
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