James McIntosh Email & Phone Number
Senior Financial Advisor - Vice President @ Merrill Lynch
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James McIntosh Location
- Greenwich, CT, US
James McIntosh Work
- 2025 -now Senior Financial Advisor - Vice President @
- 2009 -2025 Senior Financial Advisor - Assistant Vice President @
- 2006 -2009 Registered Client Service Associate @ UBS Financial Services, Private Wealth Management
- 2006 -2008 Registered Client Service Associate @
- 2004 -2005 Managed Portfolios Sales Desk Representative @ Citigroup Asset Management: Smith Barney Private Portfolio Group
- 2000 -2004 Mutual Fund Executive Committee Liaison Representative @ Prudential Financial
James McIntosh Education
- University of Connecticut
Bachelor of Arts (History)
1998-2000 - Loyola University Maryland
Transferred (History)
1996-1998
James McIntosh Skills
- Analysis
- Management
- Mutual Funds
- Portfolio Management
- Sales
- Securities
- Accounting
- Finance
- Investments
- Series 7
- Team Management
- Asset Allocation
- Equities
- Asset Management
- Fixed Income
- Series 63
- Wealth Management
- Alternative Investments
- Hospitals
- Financial Services
- Sales Management
- Leadership
James McIntosh Summary
- James McIntosh, based in Greenwich, CT, US, is currently a Senior Financial Advisor - Vice President at Merrill Lynch. James McIntosh brings experience from previous roles at Merrill Lynch, UBS Financial Services, Private Wealth Management, UBS Financial Services and Citigroup Asset Management: Smith Barney Private Portfolio Group. James McIntosh holds a 1998 - 2000 Bachelor of Arts in History @ University of Connecticut. With a robust skill set that includes Analysis, Management, Mutual Funds, Portfolio Management, Sales and more. James McIntosh has 2 emails and 1 mobile phone numbers on RocketReach.
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