James Palys's Location
Exton, PA, US
James Palys's Work
- Retirement Plan Advisor @ RKL Wealth Management LLC
- Retirement Plan Analyst @ RKL Wealth Management LLC
- Investment Analyst @ RKL Wealth Management LLC
- Junior Accountant @ Weiler Abrasives Group
- Wealth Management Intern @ Morgan Stanley
James Palys's Education
- Wilkes University
Bachelor of Business Administration (Finance)
2014 - 2018 - Pocono Mountain East High School2010 - 2014
James Palys's Skills
- Bloomberg Terminal
- Financial Analysis
- Leadership
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Time Management
- Creativity Skills
- Analytical Skills
- Financial Statement Analysis
James Palys's Summary
James Palys, based in Exton, PA, US, is currently a Retirement Plan Advisor at RKL Wealth Management LLC, bringing experience from previous roles at RKL Wealth Management LLC, Weiler Corporation and Morgan Stanley. James Palys holds a 2014 - 2018 Bachelor of Business Administration in Finance @ Wilkes University. With a robust skill set that includes Bloomberg Terminal, Financial Analysis, Leadership, Microsoft Excel, Microsoft PowerPoint and more, James Palys contributes valuable insights to the industry. James Palys has 2 emails on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the James Palys you were looking for?
Find contact details for 700 million professionals.
Others Named James Palys
-
22
-
33
Top RKL Wealth Management LLC Employees
-
22
-
22
-
ViewStephanie Connerton
Chief Compliance Officer at RKL Wealth Management LLC
Reading, Pennsylvania, United States34 -
ViewJulie Englert
Director of Operations and Compliance at RKL Wealth Management LLC
Landisville, Pennsylvania, United States24 -
ViewThomas Reardon
Partner, Senior Wealth Advisor at RKL Wealth Management LLC
Reading, Pennsylvania, United States21 -
ViewTyler Harris
Portfolio Manager at RKL Wealth Management LLC
King of Prussia, Pennsylvania, United States2 -
22
-
ViewChristian Pascuzzo
Wealth Advisor at RKL Wealth Management LLC
Manheim, Pennsylvania, United States31 -
22
-
11
-
1
-
ViewStephanie Etter
Client Service Manager at RKL Wealth Management LLC
York, Pennsylvania, United States21 -
4
-
23
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
