James Curtin Email & Phone Number
Managing Director and President
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James Curtin Location
- Ridgefield, CT, US
James Curtin Work
- Managing Director and President @ Curtin Wealth & Retirement Advisors (August 2026 - Present)
- Senior Financial Advisor, First Vice President - Investments @ (October 2019 - August 2026)
- V.P. Senior Financial Advisor @ (May 1999 - October 2019)
- Account Executive @ M.S. FARRELL & CO., INC. (September 1995 - May 1999)
James Curtin Education
- Pace University - Lubin School of Business
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 Ridgefield, CT, US, is currently a Managing Director and President at Curtin Wealth & Retirement Advisors . James Curtin brings experience from previous roles at Wells Fargo Advisors, HSBC and M.S. FARRELL & CO., INC.. James Curtin holds a 2004 - 2005 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 1 emails and 1 mobile phone numbers on RocketReach.
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James Curtin
Managing Director and President
Ridgefield, CT, US
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