James Gillin Email & Phone Number
Senior Vice President and Financial Advisor and Senior Portfolio Manager-Portfolio Focus @ RBC Wealth Management
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James Gillin Location
- Conshohocken, PA, US
James Gillin Work
- 2021 -now Senior Vice President and Financial Advisor and Senior Portfolio Manager-Portfolio Focus @
- 2012 -2022 Vice President and Financial Advisor and Portfolio Management Director @ Morgan Stanley
- 2008 -2012 Financial Advisor @ Merrill Lynch
James Gillin Education
- Villanova University
Bachelor of Science (Business Administration)
- Villanova University
MBA (Business)
James Gillin Skills
- Strategic Financial Planning
- Investment Management
- Investment Banking
- Hedge Funds
- Commercial Lending
- Investments
James Gillin Summary
- James Gillin, based in Conshohocken, PA, US, is currently a Senior Vice President and Financial Advisor and Senior Portfolio Manager-Portfolio Focus at RBC Wealth Management. James Gillin brings experience from previous roles at Morgan Stanley and Merrill Lynch. James Gillin holds a Bachelor of Science in Business Administration @ Villanova University. With a robust skill set that includes Strategic Financial Planning, Investment Management, Investment Banking, Hedge Funds, Commercial Lending and more. James Gillin has 2 emails and 1 mobile phone numbers on RocketReach.
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