James Curtin Email & Phone Number
Senior Financial Advisor, First Vice President - Investments @ Wells Fargo Advisors
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James Curtin Location
- New York, United States
James Curtin Work
- 2019 -now Senior Financial Advisor, First Vice President - Investments @
- 1999 -2019 V.P. Senior Financial Advisor @
- 1995 -1999 Account Executive @ M.S. FARRELL & CO., INC.
James Curtin Education
- Pace University - Lubin School of Business
The Center for Professional Education (The Center for Professional Education)
2004-2005
James Curtin Skills
- Strategic Financial Planning
- Structured Products
- Analytics
- Wealth Management
- Portfolio Management
- Investments
- Investment Advisory
- Financial Modeling
- Financial Analysis
- Retirement Planning
- Equities
- Mutual Funds
- Banking
- Corporate Finance
- Fixed Income
- Credit Risk
- Hedge Funds
- Securities
- Series 7
- Financial Services
- Bonds
- Capital Markets
- Financial Markets
- Alternative Investments
- Financial Planning
- Asset Management
- Management
- Relationship Management
- Series 63
- Finance
- Asset Allocation
- Sales
- Investment Banking
- Microsoft Office
- Strategic Financial
- Services
- Account Management
- Customer Service
James Curtin Summary
- James Curtin, based in New York, United States, is currently a Senior Financial Advisor, First Vice President - Investments at Wells Fargo Advisors. James Curtin brings experience from previous roles at HSBC and M.S. FARRELL & CO., INC.. James Curtin holds a 2004 - 2005 The Center for Professional Education in The Center for Professional Education @ Pace University - Lubin School of Business. With a robust skill set that includes Strategic Financial Planning, Structured Products, Analytics, Wealth Management, Portfolio Management and more. James Curtin has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Wells Fargo Advisors Employees
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Jerry Lakin
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