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
- 2024 -now Senior Vice President, Director of Wealth Management @
- 2019 -2023 Vice President, Assistant Director of Wealth Management @
- 2014 -2018 Vice President, Senior Wealth Management Advisor @
- 2012 -2013 Senior Wealth Management Advisor @
- 2009 -2012 Wealth Management Advisor @
- 2000 -2009 Senior Financial Planner and Senior Portfolio Construction Analyst @ Plante Moran Financial Advisors
James Curry Education
- Albion College
Honors Economics and Management (Economics, Finance)
1995-1999 - Portage Central High School
James Curry Skills
- Wealth Management
- Strategic Financial Planning
- Financial Planning
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 Wealth Management, Strategic Financial Planning, Financial Planning and more. James Curry has 2 emails and 1 mobile phone numbers on RocketReach.
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