James Lovell Email & Phone Number

AVP Risk Officer @ Morgan Stanley

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James Lovell Location

Albuquerque, NM, US

James Lovell Work

2022 - now AVP Risk Officer @ Morgan Stanley
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2018 - 2021 Branch Manager @ TD Ameritrade
2016 - 2018 Branch Manager @ Scottrade

2014 - 2016 Wealth Advisor @ USAA
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2012 - 2014 Financial Advisor @ USAA
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2006 - 2012 Senior Financial Consultant @ TD Ameritrade
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2004 - 2005 Account Executive @ GMS International AB

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James Lovell Education

Montclair State University

James Lovell Skills

Portfolio Management
Series 63
Retirement

Fixed Income
Asset Allocation
Insurance
Series 7
Retirement Planning

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James Lovell Summary

James Lovell, based in Albuquerque, NM, US, is currently a AVP Risk Officer at Morgan Stanley. James Lovell brings experience from previous roles at TD Ameritrade, Scottrade and USAA. James Lovell holds a Montclair State University. With a robust skill set that includes Portfolio Management, Series 63, Retirement, Fixed Income, Asset Allocation and more. James Lovell has 2 mobile phone numbers on RocketReach.

James Lovell Phone Numbers

Found 4 phone numbers

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