James Newman Email & Phone Number
Co-Founder @ Waterstone Wealth
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James Newman Location
- Charlotte, NC, US
James Newman Work
- 2025 -now Co-Founder @
- 2021 -2025 Financial Advisor @
- 2015 -2021 Financial Advisor @
- 2014 -2014 Intern @
- 2012 -2012 Intern @
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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