James McQuade Email & Phone Number
Vice President-Investments @ Wells Fargo
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James McQuade Location
- Garden City, NY, US
James McQuade Work
- Vice President-Investments @ (August 2005 - Present)
James McQuade Education
- Hofstra University
-
Certificate in Non-Profit Management (Non-Profit)
-
CFP® (Financial Planning)
-
Masters credits (Banking and Finance)
-
BBA (Finance)
James McQuade Skills
- Securities
- Investments
- Retirement Planning
- IRAs
- Mutual Funds
- Asset Allocation
- Retirement
- Financial Services
- Estate Planning Strategies
- Due Diligence
- Financial Analysis
- Estate Planning
- Corporate Finance
- Equities
- Uniform Combined State Law
- Portfolio Management
- Financial Planning
- Team Building
- Asset Management
- Banking
- Wealth Management Services
- Valuation
- Investment Advisory
- Wealth Management
- Mergers and Acquisitions
- Series 7
- Management
James McQuade Summary
- James McQuade, based in Garden City, NY, US, is currently a Vice President-Investments at Wells Fargo Advisors. James McQuade holds a Hofstra University. With a robust skill set that includes Securities, Investments, Retirement Planning, IRAs, Mutual Funds and more. James McQuade has 2 emails and 2 mobile phone numbers on RocketReach.
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