James Menezes Email & Phone Number
President, Senior Wealth Manager | Tidepool Wealth Strategies @ Tidepool Wealth Strategies
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James Menezes Location
- Eugene, OR, US
James Menezes Work
- 2024 -now President, Senior Wealth Manager | Tidepool Wealth Strategies @
- 2014 -2024 Vice President, Senior Wealth Manager @
- 1993 -2024 Vice President, Financial Advisor @ PBC Insurance
- 2004 -2014 Registered Representative @
- 1993 -2012 President @ Pacific Benefit Consultants
- 1994 -2003 Registered Representative @ Locust Street Securities
- 1999 -2002 Investment Advisor Rep @ Marketpace
- 1986 -1996 Insurance Agent @ Self-Employed
- 1988 -1994 Agent @
- 1988 -1994 Insurance Agent @
James Menezes Education
- Oregon State University
Bachelor of Business Administration - BBA (Finance, General)
1977-1982
James Menezes Summary
- James Menezes, based in Eugene, OR, US, is currently a President, Senior Wealth Manager | Tidepool Wealth Strategies at Tidepool Wealth Strategies. James Menezes brings experience from previous roles at PBC Insurance: Life & Financial Services, PBC Insurance, ING Financial Partners and Pacific Benefit Consultants. James Menezes holds a 1977 - 1982 Bachelor of Business Administration - BBA in Finance, General @ Oregon State University. James Menezes has 2 emails and 3 mobile phone numbers on RocketReach.
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