James Laughlin Email & Phone Number
Managing Director - Investments
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James Laughlin Location
- St. Louis, MO, US
James Laughlin Work
- Managing Director - Investments @ Wells Fargo Advisors (June 2014 - Present)
- Senior Vice President - Wealth Management @ UBS (May 2007 - June 2014)
- Vice President - Investments @ A.G. Edwards (February 1996 - May 2007)
- Financial Representative @ Guardian Life Insurance (February 1992 - February 1996)
James Laughlin Education
- University of Missouri
B.S.B.A (Finance and Financial Management Services)
1984-1988
James Laughlin Skills
- Investments
- Finance
- Asset Allocation
- Due Diligence
- Valuation
- Risk Management
- Capital Markets
- Fixed Income
- Mergers & Acquisitions
- Insurance
- Liability Management
- Business Planning
- Executive Management
- Entrepreneurship
- Business Development
- New Business Development
- Analysis
- Leadership
- Mergers and Acquisitions
- Credit
- Microsoft Excel
- Management
- Strategic Planning
- Strategy
- Financial Modeling
- Marketing
- Series 7
James Laughlin Summary
- James Laughlin, based in St. Louis, MO, US, is currently a Managing Director - Investments at Wells Fargo Advisors. James Laughlin brings experience from previous roles at UBS, A.G. Edwards and Guardian Life Insurance. James Laughlin holds a 1984 - 1988 B.S.B.A in Finance and Financial Management Services @ University of Missouri. With a robust skill set that includes Investments, Finance, Asset Allocation, Due Diligence, Valuation and more. James Laughlin has 2 mobile phone numbers on RocketReach.
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