James Perrone Email & Phone Number
Financial Advisor and Consultant
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James Perrone Location
- North Port, FL, US
James Perrone Work
- Financial Advisor and Consultant @ Ardor Wealth Management, Registered Investment Advisor (January 2019 - Present)
- Relationship Banker and Small Business Specialist @ (May 2016 - January 2019)
- Personal and Business Financial Consultant and Advisor @ Independent (April 2015 - April 2016)
- Financial Advisor @ (April 2011 - March 2015)
- Personal and Business Financial Consultant and Advisor @ Independent (September 2007 - April 2011)
- Adjunct Professor and Post MBA Graduate Student @ (August 2007 - April 2011)
- Vice President - Senior Client Manager Premier Banking and Investments @ (March 2006 - August 2007)
- Group Vice President - Private Banking Market Mgr and Team Ldr @ (March 2003 - July 2005)
- Senior Vice President - Sales Support and Service Delivery Manager @ (April 2001 - March 2003)
- Senior Vice President - Senior Development Manager @ (June 1999 - April 2001)
- Senior Vice President - Business Practice Integration @ (June 1995 - June 1999)
- Senior Vice President - Financing Product Delivery and Support Manager @ (October 1993 - June 1995)
- Vice President - Operations and Systems Executive @ (January 1990 - October 1993)
- Senior Vice President - Financial Institutions and Correspondent Banking Manager @ (August 1982 - January 1990)
James Perrone Education
- University of South Florida
Master of Business Administration (MBA) - Added Concentrations in Finance and Management
2007-2009 - Queens University of Charlotte
Graduate Certificate (Certified Financial Planning)
1998-1999 - University of South Florida
Master of Business Administration (MBA) (Financial Management)
1988-1990 - Louisiana State University (Graduate School of Banking Program)
Graduate Certificate (Banking and Bank Management)
1979-1981 - DePaul University
Major: Applied Mathematics & Minor: Business Administration (Major: Applied Mathematics & Minor: Business Administration)
1971-1975
James Perrone Skills
- Service Delivery Management
- Leadership
- Financial Advisory
- Performance Consulting
- Banking
- Retirement Planning
- Financial Planning
- Portfolio Management
- See 2+See Less
- Investments
- Business Analysis
- Finance
- Strategic Planning
- Financial Services
- Wealth Management
- Sales Management
- Management Consulting
- Business Planning
- Customer Experience Management
- Operations Management
- Change Management
- Strategic Planniing
- Business Process Development
- Training Delivery
- Succession Planning
- Loan Operations And Services
- Management
- Project Management
- Process Design
- Program
- Staff Development
- Private Banking
- Cross Functional Teams
- Business Modeling
- Commercial Lending
- Performance Management
James Perrone Summary
- James Perrone, based in North Port, FL, US, is currently a Financial Advisor and Consultant at Ardor Wealth Management, Registered Investment Advisor. James Perrone brings experience from previous roles at JPMorgan Chase Bank, N.A., Independent and Wells Fargo Advisors, LLC. James Perrone holds a 2007 - 2009 Master of Business Administration (MBA) - Added Concentrations in Finance and Management @ University of South Florida. With a robust skill set that includes Service Delivery Management, Leadership, Financial Advisory, Performance Consulting, Banking and more. James Perrone has 1 emails and 5 mobile phone numbers on RocketReach.
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