James Lin Email & Phone Number
Senior Vice President-Wealth Advisor @ RBC Wealth Management
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James Lin Location
- California, United States
James Lin Work
- 2022 -now Senior Vice President-Wealth Advisor @
- 2004 -2022 Wealth Management Advisor, Senior Vice President @
James Lin Education
- The Wharton School
Master of Business Administration - MBA (Finance and Strategic Management)
1993-1995 - Franklin & Marshall College
Bachelor's degree (Economics)
1986-1990
James Lin Skills
- Wealth Management and Investments
- Investment Analysis - Portfolio Construction
- Retirement Planning
- Goal Based Wealth Management
- Concentrated Stock Risk Management-Option Planning
- College Education Planning
- Behavioral Finance
James Lin Summary
- James Lin, based in California, United States, is currently a Senior Vice President-Wealth Advisor at RBC Wealth Management. James Lin brings experience from previous roles at Merrill Lynch Wealth Management. James Lin holds a 1993 - 1995 Master of Business Administration - MBA in Finance and Strategic Management @ The Wharton School. With a robust skill set that includes Wealth Management and Investments, Investment Analysis - Portfolio Construction, Retirement Planning, Goal Based Wealth Management, Concentrated Stock Risk Management-Option Planning and more. James Lin has 2 emails and 1 mobile phone numbers on RocketReach.
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