James Lynch Email & Phone Number
Sales Director @ Quincy Wells Group LLC
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James Lynch Location
- Chicago, IL, US
James Lynch Work
- Sales Director @ (May 2026 - Present)
- Principal @ JPL CONSULTING GROUP, LLC (January 2019 - Present)
- Senior Managing Director @ (January 2020 - June 2026)
- Managing Director and Illinois Market Leader @ Noyes Group, LLC (January 2014 - January 2019)
- President @ CONCERT WEALTH MANAGEMENT (January 2011 - January 2013)
- Senior Managing Director @ CHICAGO INVESTMENT GROUP/NEWBRIDGE (January 2009 - January 2011)
- Senior Managing Director @ (January 2007 - January 2009)
- National Sales Director @ (January 2005 - January 2007)
- Senior Managing Director @ BANK OF AMERICA INVESTMENT SERVICES, INC (January 2002 - January 2005)
- Senior VP @ (January 1993 - January 2002)
James Lynch Education
- Quincy University
BA (Communications & Public Relations)
James Lynch Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Business Development
- Business Strategy
- Capital Markets
- Capital Raising
- Client Relations
- Distribution Channel Management
- Entrepreneurship
- Equities
- FINRA
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Services
- Hedge Funds
- High Net Worth Individuals
- Institutional Investments
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Management
- Portfolio Management
- Private Equity
- Recruiting
- Relationship Development
- Retirement Planning
- Risk Management
- Sales
- Sales Management
- Securities
- Series 24
- Series 63
- Strategic Planning
- Strategic Thinking
- Strategy
- Talent Management
- Team Management
- Wealth Management
- cold calling
- lead generation
- presentations
- team building
- Mutual Funds
- Financial Planners
- Fixed Income
- Advisory
- Net
- Public Speaking
- Training
- Institutional
- Microsoft Office
- Valuation
- Sales Operations
- Mergers And Acquisitions M&A
- Organizational Consulting
- Investment Banking
- Due Diligence
- Trading
- Mergers and Acquisitions
James Lynch Summary
- James Lynch, based in Chicago, IL, US, is currently a Sales Director at Quincy Wells Group LLC. James Lynch brings experience from previous roles at JPL CONSULTING GROUP, LLC, Great Point Capital LLC, Noyes Group, LLC and CONCERT WEALTH MANAGEMENT. James Lynch holds a BA in Communications & Public Relations @ Quincy University. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Business Development and more. James Lynch has 1 emails and 3 mobile phone numbers on RocketReach.
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Top Quincy Wells Group LLC Employees
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Chicago, IL, US
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Wealth Advisor
Chicago, IL, US
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Principal
Chicago, IL, US
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Manager Corporate Events - National Conferences
Melbourne, FL, US
Nick Sickler
Chief Financial Officer
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