James Eastman's Location
Naples, FL, US
James Eastman's Work
- Founder and Managing Director @ PFO Wealth Services
- Director of Family Wealth Management @ Citi/Smith Barney Family Office
- Senior Vice President @ Robert W Baird & Co.
- Senior Accountant @ Wentzel, Berry & Swope CPA's
- Senior Financial Analyst @ Polaroid
- Senior Accountant @ Ernst & Young
James Eastman's Education
- Bentley University
Bachelor's Degree (Accounting)
1972 - 1976 - Fryeburg Academy
College Prepartory (College/University Preparatory and Advanced High School/Secondary Diploma Program)
1960 - 1972
James Eastman's Skills
- Estate Planning
- Financial Analysis
- Mutual Funds
- Series 7
- Tax
- Securities
- Hedge Funds
- Retirement Planning
- Financial Planners
- Capital Markets
James Eastman's Summary
James Eastman, based in Naples, FL, US, is currently a Founder and Managing Director at PFO Wealth Services, bringing experience from previous roles at Citi/Smith Barney Family Office, Robert W Baird & Co., Wentzel, Berry & Swope CPA's and Polaroid Corporation. James Eastman holds a 1972 - 1976 Bachelor's Degree in Accounting @ Bentley University. With a robust skill set that includes Estate Planning, Financial Analysis, Mutual Funds, Series 7, Tax and more, James Eastman contributes valuable insights to the industry. James Eastman has 1 email and 1 mobile phone number on RocketReach.
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