James Lagace Email & Phone Number
Associate Financial Planner @ Spurstone
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James Lagace Location
- Wallingford, CT, US
James Lagace Work
- 2025 -now Associate Financial Planner @
- 2024 -2025 Product Support Specialist @
- 2022 -2024 Financial Planning Administrator @
- 2021 -2022 Operations Specialist @ Karn Couzens & Associates Inc
- 2019 -2021 Administrative Assistant @
James Lagace Education
- Quinnipiac University
Finance and Financial Management Services (Investment Club, Beta Gamma Sigma International Business Honor Society)
2020 - Middlesex Community College
Associate’s Degree (Phi Theta Kappa Honor Society, Middlesex Community College Valedictorian Class of 2018)
2016-2018
James Lagace Skills
- Customer Service
- Critical Thinking
- Analytical Capability
- Time Management
- Microsoft Word
- Microsoft Excel
- Efficent
- Financial Modeling
- Corporate Finance
- DCF Valuation
James Lagace Summary
- James Lagace, based in Wallingford, CT, US, is currently a Associate Financial Planner at Spurstone. James Lagace brings experience from previous roles at RightCapital, Carson Wealth, Karn Couzens & Associates Inc and Fournier Legal Services, LLC. James Lagace holds a Finance and Financial Management Services in Investment Club, Beta Gamma Sigma International Business Honor Society @ Quinnipiac University. With a robust skill set that includes Customer Service, Critical Thinking, Analytical Capability, Time Management, Microsoft Word and more. James Lagace has 1 emails and 2 mobile phone numbers on RocketReach.
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