James Lilly Email & Phone Number

Personal Banker @ Bank of America

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James Lilly Location

East Northport, NY, US

James Lilly Work

2024 - now Personal Banker @ Bank of America
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2020 - 2022 Mortgage HLP and Escalations @ Wells Fargo
2013 - 2020 Licensed Banker - Brokerage Associate @ Wells Fargo
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2009 - 2010 NYSE Floor Broker @ The Griswold Company, Inc
2001 - 2008 NYSE Floor Broker @ Fidelity Investments
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1998 - 2001 NYSE Floor Clerk @ UBS Group AG

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James Lilly Education

State University of New York at New Paltz
BS (Finance)

James Lilly Skills

Electronic Trading
Investments
Trading

Bloomberg
Series 66
Options
Experienced Sales Professional
Series 7
Securities
Equity Trading

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James Lilly Summary

James Lilly, based in East Northport, NY, US, is currently a Personal Banker at Bank of America. James Lilly brings experience from previous roles at Wells Fargo, The Griswold Company NYSE and Fidelity Investments NYSE. James Lilly holds a BS in Finance @ State University of New York at New Paltz. With a robust skill set that includes Electronic Trading, Investments, Trading, Bloomberg, Series 66 and more. James Lilly has 2 emails on RocketReach.

James Lilly Emails

Found 2 emails

James Lilly Phone Numbers

Found 2 phone numbers

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