James Leary Email & Phone Number
Vice President Financial Consultant @ Fidelity Investments
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James Leary Location
- Nashua, NH, US
James Leary Work
- 2020 -now Vice President Financial Consultant @
- 2015 -2020 Financial Consultant @
- 2013 -2015 Retirement Consultant @
- 2010 -2013 Account Executive @
- 2008 -2010 Investment Consultant @
- 2006 -2007 Retirement Specialist @
- 2005 -2006 Fund Accountant @
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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