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 @ Citizens Securities, Inc.
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2016 - 2021 Producing Sales Manager, VP @ Citizens Financial Group, Inc.
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2012 - 2015 Financial Specialist @ PNC
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2010 - 2012 Financial Advisor @ Waddell & Reed
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James Finlay Education

Penn State University
BS (Economics)
2006 - 2010

James Finlay Skills

Financial Analysis
Retirement Planning
Credit Risk

Asset Allocation
Financial Planning

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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 2 emails on RocketReach.

James Finlay Emails

Found 2 emails

James Finlay Phone Numbers

Found 2 phone numbers

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