James McCloskey Email & Phone Number
VP Fixed Income Regional Brokerage Consultant @ Fidelity Investments
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James McCloskey Location
- New York, NY, US
James McCloskey Work
- VP Fixed Income Regional Brokerage Consultant @ (May 2022 - Present)
- VP Municipal Bonds @ (October 2021 - May 2022)
- Investment Consultant @ (September 2020 - October 2021)
- Fixed Income Specialist @ (May 2018 - September 2020)
- SMA Muni Specialist @ (January 2013 - August 2017)
- Institutional Municipal Bond Sales @ (October 2010 - June 2012)
James McCloskey Education
- Rutgers University
Bachelor’s Degree
2006-2010
James McCloskey Skills
- Series 7
- Series 63
- Series 66
- Investments
- Asset Management
- Mutual Funds
- Life & Health Insurance Licenses
- Marketing
- Customer Service
- Account Management
- R
- International
- Cabaret
- Market
- Costa Rica
- Art
- Jersey
- Qualifying Prospects
- Prospects
- Human Resources
- Biology
- Open Accounts
- Bonds
- Cultural Anthropology
- Portfolio
- Conceived
- Fixed Income
- Sales
- Carpentry
- Press Releases
- Portfolio Management
- Warehousing
- Public Works
- 63 Licenses
- Schemes
- Business Services
- Relationship Management
- English
- Bloomberg
- Self Starter
- Project Bidding
- Landscaping
- Cold Calling Experience
- Creative Management
- Equities
- Productions
- Road
- Work Ethic
- Budgeting
- Parking Management
- Historic Preservation
- Production Management
- Electricians
- Client Development
- Creative Strategy
- Training
- Theatre
- Offerings
- Municipalities
- Scanners
- Management
- Design
- Public Relations
- Municipal Bonds
- Calls
- Basics
- Summit
- Landscape Design
- Grant Writing
- Artistic Vision
- Crest
- RIA
- Retail Sales
- Coordinated
- Hedge Funds
- Apache Ivy
James McCloskey Summary
- James McCloskey, based in New York, NY, US, is currently a VP Fixed Income Regional Brokerage Consultant at Fidelity Investments. James McCloskey brings experience from previous roles at SecureVest Financial Group, Fidelity Investments, TD Ameritrade and Lord, Abbett & Co. LLC. James McCloskey holds a 2006 - 2010 Bachelor’s Degree @ Rutgers University. With a robust skill set that includes Series 7, Series 63, Series 66, Investments, Asset Management and more. James McCloskey has 1 emails and 2 mobile phone numbers on RocketReach.
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