James Egerstrom Email & Phone Number
Lead Case Design @ Confidence Wealth Management
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James Egerstrom Location
- Torrance, California, United States
James Egerstrom Work
- 2019 -now Lead Case Design @
- 2018 -2019 Wealth Planner @
- 2015 -2018 Senior Financial Consultant @
- 2014 -2015 Client Services Specialist @
- 2013 -2014 Senior Relationship Banker @
- 2010 -2013 Teller and Banker and Branch Manager @
James Egerstrom Education
- California Lutheran University
Master of Business Administration
2016-2018 - University of California, Santa Cruz
(Economics, Business Management, Management)
2006-2010
James Egerstrom Skills
- Client Services
- Series 7
- Asset Allocation
- Investment Strategies
James Egerstrom Summary
- James Egerstrom, based in Torrance, California, United States, is currently a Lead Case Design at Confidence Wealth & Insurance Solutions. James Egerstrom brings experience from previous roles at Tarbox Family Office, Inc., Td Ameritrade and Jpmorgan Chase & Co.. James Egerstrom holds a 2016 - 2018 Master of Business Administration @ California Lutheran University. With a robust skill set that includes Client Services, Series 7, Asset Allocation, Investment Strategies and more. James Egerstrom has 2 emails and 2 mobile phone numbers on RocketReach.
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