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James McGarvey Location
Suwanee, GA, US
James McGarvey Work
2022 -now Vice President @
2019 -2022 Regional Associate II @
2015 -2019 Regional Sales Consultant @
2014 -2015 Regional Director @ Atlas Energy, L.P.
2012 -2013 Assistant Vice President- Sales @
2011 -2012 Financial Consultant @ E*TRADE
2010 -2011 Investment Consultant @
2008 -2010 Benefit and Planning @
2007 -2008 Financial Planner @ US Planning Group Inc
1998 -2007 Account Executive @
James McGarvey Education
Xavier University
MBA (Finance)
1999-2001
George Mason University
BA (Psychology)
1993
James McGarvey Skills
Financial Services
Strategic Financial Planning
Relationship Management
Wealth Management
Customer Relationship Management (CRM)
Retirement Planning
Investment Advisory
Investments
Asset Allocation
Mutual Funds
Portfolio Management
Retirement
Financial Advisory
Sales
Project Management
Alternative Investments
Financial Planning
Fixed Annuities
Presentation Skills
Leadership
Management
Communication
Mentoring
Talent Management
Coaching
Lead Generation
Sales Management
Interpersonal Communication
Personal Development
Strategic Financial
James McGarvey Summary
James McGarvey, based in Suwanee, GA, US, is currently a Vice President at Inland Securities Corporation. James McGarvey brings experience from previous roles at Inland Securities Corporation, Frontier Asset Management, Atlas Energy, L.P. and Wells Real Estate Funds. James McGarvey holds a 1999 - 2001 MBA in Finance @ Xavier University. With a robust skill set that includes Financial Services, Strategic Financial Planning, Relationship Management, Wealth Management, Customer Relationship Management (CRM) and more. James McGarvey has 2 emails and 2 mobile phone numbers on RocketReach.
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