James McEvoy Email
Founder, Managing Director @ Cross Border Planning
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James McEvoy Location
- Brussels, BE
James McEvoy Work
- 2003 -now Founder, Managing Director @
- 2003 -now Partner @
- 2001 -2002 Partner @ Lozie, Abts & Partners
- 1987 -2000 Financial Advisor @
James McEvoy Education
- Bowling Green State University
Bachelor of Science (Business Adminstration)
1974-1977
James McEvoy Skills
- Retirement Planning
- Estate Planning
- Strategic Financial Planning
- Wealth
- Financial Advisory
- Management
- Life Insurance
- Microsoft Excel
- Investments
- Research
- Fixed Annuities
- Customer Service
- Investment Advisory
- Financial Services
- Insurance
- Investment Strategies
James McEvoy Summary
- James McEvoy, based in Brussels, BE, is currently a Founder, Managing Director at Cross Border Planning. James McEvoy brings experience from previous roles at US Tax Abroad, Lozie, Abts & Partners and Prudential. James McEvoy holds a 1974 - 1977 Bachelor of Science in Business Adminstration @ Bowling Green State University. With a robust skill set that includes Retirement Planning, Estate Planning, Strategic Financial Planning, Wealth, Financial Advisory and more. James McEvoy has 2 emails on RocketReach.
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