now Financial Advisor @ Consumer Choice Financial Services
2013 -
2017 Sales and Marketing @ McCaskie Agriculture
2008 -
2010 Financial Adviser @
James Greer Education
Down High School 1970
-
1977
James Greer Skills
Income Protection
Wealth Management
Investment Advisory
Wealth
Financial Planning
Pensions
Agriculture
Asset Allocation
Banking
Retirement
Retirement Planning
Strategic Financial Planning
Investments
Financial Advisory
Financial Services
Relationship Management
Finance
Mortgage Lending
Funding
Residential Mortgages
Critical Illness
Insurance
New Business Development
Microsoft Word
Social Media
Marketing Strategy
Customer Service
Management
Sales Management
James Greer Summary
James Greer, based in Falkirk, GB, is currently a Field Sales Executive at ROBINSONS SCOTLAND LIMITED. James Greer brings experience from previous roles at ROBINSONS SCOTLAND LIMITED, Consumer Choice Financial Services, McCaskie Agriculture and In Partnership. James Greer holds a 1970 - 1977 Down High School. With a robust skill set that includes Income Protection, Wealth Management, Investment Advisory, Wealth, Financial Planning and more. James Greer has 2 emails on RocketReach.
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