James Peppelman Email & Phone Number
SVP-Family Wealth Advisor @ Fulton Private Bank
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James Peppelman Location
- Doylestown, PA, US
James Peppelman Work
- SVP-Family Wealth Advisor @ (November 2023 - Present)
- Senior Vice President, Senior Business Wealth Advisor @ (September 2019 - November 2023)
- Senior Vice President, Senior Private Client Advisor - US Trust and Bank of America Private Bank @ (December 2017 - September 2019)
- Wealth Market Leader @ (December 2015 - December 2017)
- Senior Vice President and Wealth Market Leader @ (October 2013 - December 2015)
- Senior Vice President and Senior Wealth Advisor @ (May 2010 - October 2013)
- Senior Vice President and Partner @ (September 2002 - May 2010)
- Vice President @ (October 1999 - September 2002)
- Client Manager @ (October 1998 - October 1999)
- Vice President @ (June 1989 - October 1998)
James Peppelman Education
- The American College of Financial Services
(CFP Certification)
2002-2004 - Ursinus College
BA (Major in Business Administration/Economics and Spanish)
1981-1985
James Peppelman Skills
- Banking
- Finance
- Wealth Management
- CRM
- Securities
- Investment Management
- Wealth
- Financial Services
- Strategic Financial Planning
- Investments
- Series 7
- Commercial Banking
- Management
- Credit
- Commercial Lending
- Series 63
- High Net Worth Individuals
- Mutual Funds
- Estate Planning
- Risk Management
- Retirement Planning
- Portfolio Management
- Asset Allocation
- Cash Management
- Financial Planning
- Leadership
- Strategic Planning
- Training
- Trading
James Peppelman Summary
- James Peppelman, based in Doylestown, PA, US, is currently a SVP-Family Wealth Advisor at Fulton Private Bank. James Peppelman brings experience from previous roles at Key Private Bank, Bank of America Private Bank, TD and PNC. James Peppelman holds a 2002 - 2004 The American College of Financial Services. With a robust skill set that includes Banking, Finance, Wealth Management, CRM, Securities and more. James Peppelman has 2 emails and 1 mobile phone numbers on RocketReach.
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