James Egerstrom Email & Phone Number
Lead Case Design @ Confidence Wealth Management
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
James Egerstrom Location
- Torrance, CA, US
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 - MBA (Financial Planning and Services)
2016-2018 - University of California, Santa Cruz
Business Management Economics (Economics)
2006-2010
James Egerstrom Summary
- James Egerstrom, based in Torrance, CA, US, is currently a Lead Case Design at Confidence Wealth Management. 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 - MBA in Financial Planning and Services @ California Lutheran University. James Egerstrom has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different James Egerstrom?
Find contact details for 700 million professionals.
Others Named James Egerstrom
James Egerstrom
Lead Case Design
Torrance, California, United States
Top Confidence Wealth Management Employees
Rosemary le
Recruiter
Los Angeles, CA, US
Brian Gilroy
VP - Financial Advisor
St. Augustine, FL, US
James Egerstrom
Lead Case Design
Torrance, California, United States
Rem Oculee
Founder and CEO
Los Angeles, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co