James Newman Email & Phone Number
Co-Founder @ Waterstone Wealth
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James Newman Location
- Charlotte, NC, US
James Newman Work
- Co-Founder @ (February 2025 - Present)
- Financial Advisor @ (March 2021 - January 2025)
- Financial Advisor @ (June 2015 - March 2021)
- Intern @ (May 2014 - August 2014)
- Intern @ (May 2012 - July 2012)
James Newman Education
- University of South Carolina
Bachelor's Degree (Finance)
2011-2015 - University of South Carolina; MOORE SCHOOL OF BUSINESS
Finance
James Newman Summary
- James Newman, based in Charlotte, NC, US, is currently a Co-Founder at Waterstone Wealth. James Newman brings experience from previous roles at Ameriprise Financial Services, LLC, UBS Wealth Management, UBS Financial Services and Dynacast International. James Newman holds a 2011 - 2015 Bachelor's Degree in Finance @ University of South Carolina. James Newman has 2 emails and 3 mobile phone numbers on RocketReach.
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