James Kelleher Email & Phone Number
Private Client Banker AVP @ JPMorgan Chase & Co.
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James Kelleher Location
- Boston, MA, US
James Kelleher Work
- Private Client Banker AVP @ (September 2022 - Present)
- Premier Advisor-AVP @ (January 2020 - September 2022)
- Vice President @ (June 2009 - January 2020)
James Kelleher Education
- Finra
Series 7 (Series 66)
- The University of New Mexico
Bachelor's degree
James Kelleher Skills
- Asset Management
- Customer Service
- Estate Planning
- Portfolio Management
- Retirement Planning
- Sales
James Kelleher Summary
- James Kelleher, based in Boston, MA, US, is currently a Private Client Banker AVP at JPMorgan Chase & Co.. James Kelleher brings experience from previous roles at Citizens Bank and Arthur W. Wood Company Inc.. James Kelleher holds a Series 7 in Series 66 @ Finra. With a robust skill set that includes Asset Management, Customer Service, Estate Planning, Portfolio Management, Retirement Planning and more. James Kelleher has 2 emails and 2 mobile phone numbers on RocketReach.
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