James Leary Email & Phone Number
Vice President Financial Consultant @ Fidelity Investments
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James Leary Location
- Nashua, NH, US
James Leary Work
- Vice President Financial Consultant @ (June 2020 - Present)
- Financial Consultant @ (March 2015 - April 2020)
- Retirement Consultant @ (April 2013 - March 2015)
- Account Executive @ (July 2010 - March 2013)
- Investment Consultant @ (January 2008 - June 2010)
- Retirement Specialist @ (September 2006 - December 2007)
- Fund Accountant @ (August 2005 - September 2006)
James Leary Education
- University of Massachusetts, Amherst
Bachelor's Degree (Finance and Financial Management Services)
2002-2004 - Isenberg School of Management, UMass Amherst
Bachelor's degree (Finance, General)
James Leary Skills
- Portfolio Management
- Project Management
- Investments
- Microsoft Excel
- Marketing
- Process Improvement
- Customer Service
- Financial Analysis
- Financial Services
- Mutual Funds
James Leary Summary
- James Leary, based in Nashua, NH, US, is currently a Vice President Financial Consultant at Fidelity Investments. James Leary brings experience from previous roles at Fidelity Investments. James Leary holds a 2002 - 2004 Bachelor's Degree in Finance and Financial Management Services @ University of Massachusetts, Amherst. With a robust skill set that includes Portfolio Management, Project Management, Investments, Microsoft Excel, Marketing and more. James Leary has 2 emails and 1 mobile phone numbers on RocketReach.
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