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
- Lead Case Design @ (August 2019 - Present)
- Wealth Planner @ (June 2018 - June 2019)
- Senior Financial Consultant @ (August 2015 - May 2018)
- Client Services Specialist @ (June 2014 - August 2015)
- Senior Relationship Banker @ (June 2013 - June 2014)
- Teller and Banker and Branch Manager @ (December 2010 - May 2013)
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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