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James McGarvey Location
Suwanee, GA, US
James McGarvey Work
Vice President @ (July 2022 - Present)
Regional Associate II @ (January 2019 - July 2022)
Regional Sales Consultant @ (July 2015 - August 2019)
Regional Director @ Atlas Energy, L.P. (January 2014 - January 2015)
Assistant Vice President- Sales @ (January 2012 - January 2013)
Financial Consultant @ E*TRADE (January 2011 - January 2012)
Investment Consultant @ (January 2010 - January 2011)
Benefit and Planning @ (January 2008 - January 2010)
Financial Planner @ US Planning Group Inc (January 2007 - January 2008)
Account Executive @ (January 1998 - January 2007)
James McGarvey Education
Xavier University
MBA (Finance)
1999-2001
George Mason University
BA (PSYCHOLOGY)
1993-1993
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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