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

2022 - now VP Fixed Income Regional Brokerage Consultant @ Fidelity Investments
2021 - 2022 VP Municipal Bonds @ SecureVest Financial Group
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2020 - 2021 Investment Consultant @ Fidelity Investments
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2018 - 2020 Fixed Income Specialist @ TD Ameritrade
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2013 - 2017 SMA Muni Specialist @ Lord, Abbett & Co. LLC
2010 - 2012 Institutional Municipal Bond Sales @ R. Seelaus & Co., Inc.
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James McCloskey Education

Rutgers University-New Brunswick
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

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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-New Brunswick. With a robust skill set that includes Series 7, Series 63, Series 66, Investments, Asset Management and more. James McCloskey has 1 emails and 1 mobile phone numbers on RocketReach.

James McCloskey Emails

Found 1 emails

@gmail.com

James McCloskey Phone Numbers

Found 3 phone numbers

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