James Laite Email & Phone Number
Financial Advisor @ Cadence Wealth Management, LLC
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James Laite Location
- Massachusetts, United States
James Laite Work
- 2010 -now Financial Advisor @
- 2003 -2010 Financial Advisor @
- 1991 -2003 Owner, Operator @ Patriot Chimney Sevices
- 1986 -1991 Manager, Instructor @ East Coast Diver's, Inc.
James Laite Education
- Embry-Riddle Aeronautical University
(Aeronautical Engineering)
1982-1983 - Middlesex Community College 1981-1982
James Laite Skills
- Strategic Planning
- Financial Advisory
- Marketing
- Investments
- Microsoft Office
- Microsoft Excel
- Saving for Education
- Customer Service
- Wealth Management
- Series 7
- Employee Stock Options
- Retirement Planning
- Finance
- Microsoft Word
- Estate Planning
James Laite Summary
- James Laite, based in Massachusetts, United States, is currently a Financial Advisor at Cadence Wealth Management. James Laite brings experience from previous roles at Ameriprise Financial Services, Inc., Patriot Chimney Sevices and East Coast Diver's, Inc.. James Laite holds a 1982 - 1983 Embry-Riddle Aeronautical University. With a robust skill set that includes Strategic Planning, Financial Advisory, Marketing, Investments, Microsoft Office and more. James Laite has 2 emails and 1 mobile phone numbers on RocketReach.
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