James Curtin Email & Phone Number
Senior Financial Advisor, First Vice President - Investments @ Wells Fargo Advisors
James Curtin's Location
New York, United States
James Curtin's Work
- Senior Financial Advisor, First Vice President - Investments @ Wells Fargo Advisors
- V.P. Senior Financial Advisor @ HSBC
- Account Executive @ M.S. FARRELL & CO., INC.
James Curtin's Education
- Pace University - Lubin School of Business
(The Center for Professional Education)
2004 - 2005
James Curtin's Skills
- Strategic Financial Planning
- Structured Products
- Analytics
- Wealth Management
- Portfolio Management
- Investments
- Investment Advisory
- Financial Modeling
- Financial Analysis
- Retirement Planning
James Curtin's Summary
James Curtin, based in New York, United States, is currently a Senior Financial Advisor, First Vice President - Investments at Wells Fargo Advisors, bringing experience from previous roles at HSBC and M.S. FARRELL & CO., INC.. James Curtin holds a 2004 - 2005 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 contributes valuable insights to the industry. James Curtin has 1 email on RocketReach.
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