James Finlay Email & Phone Number
Financial Advisor, VP @ Citizens Securities, Inc.
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James Finlay Location
- Rochester, NY, US
James Finlay Work
- 2021 -now Financial Advisor, VP @
- 2016 -2021 Producing Sales Manager, VP @
- 2012 -2015 Financial Specialist @
- 2010 -2012 Financial Advisor @
James Finlay Education
- Penn State University
BS (Economics)
2006-2010
James Finlay Skills
- Financial Analysis
- Retirement Planning
- Credit Risk
- Asset Allocation
- Financial Planning
James Finlay Summary
- James Finlay, based in Rochester, NY, US, is currently a Financial Advisor, VP at Citizens Wealth Management. James Finlay brings experience from previous roles at Citizens Bank, PNC Financial Services and Waddell & Reed. James Finlay holds a 2006 - 2010 BS in Economics @ Penn State University. With a robust skill set that includes Financial Analysis, Retirement Planning, Credit Risk, Asset Allocation, Financial Planning and more. James Finlay has 1 emails and 1 mobile phone numbers on RocketReach.
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