James Fanelli's Location
Miami, Florida, United States
James Fanelli's Work
- Managing Director @ Morganstreet Advisors
- Senior Vice President, Private Client Group @ IBERIABANK
- Director @ Morganstreet Advisors
- Senior Vice President, Private Client Group @ City National Bank of Florida
- Independent Financial Advisor @ Western International Securities/Morganstreet Investment Advisors
- Senior Vice President of Wealth Management @ U.S. Trust
- Senior Vice President of Wealth Management, Private Client Advisor @ Wachovia Corp
- Sales Manager, Sales Leader, Consumer Bank Manager @ Wachovia Corp
- Group Manager @ Wachovia Corp
James Fanelli's Education
- College of Financial Planning2001 - 2002
- University of Miami
Bachelor Of Business Administration (Finance)
1982 - 1986
James Fanelli's Skills
- Investments
- Securities
- Wealth Management Services
- Wealth Management
- Asset Allocation
- Banking
- Series 7
- Alternative Investments
- Portfolio Management
- Investment Advisory
James Fanelli's Summary
James Fanelli, based in Miami, Florida, United States, is currently a Managing Director at Morganstreet Advisors, bringing experience from previous roles at Iberiabank, Morganstreet Advisors, City National Bank and Western International Securities/Morganstreet Investment Advisors. James Fanelli holds a 2001 - 2002 College of Financial Planning. With a robust skill set that includes Investments, Securities, Wealth Management Services, Wealth Management, Asset Allocation and more, James Fanelli contributes valuable insights to the industry.
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