James Platzer Email & Phone Number
Managing Director - Investments, Financial Advisor, Senior PIM Portfolio Manager @ Wells Fargo Advisors
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James Platzer Location
- Charleston, SC, US
James Platzer Work
- 1999 -now Managing Director - Investments, Financial Advisor, Senior PIM Portfolio Manager @
- 1999 -2009 First Vice President, Financial Advisor, Branch Manager @
- 1996 -1999 Financial Advisor @
- 1993 -1996 Senior Economics Reporter @ Indepth Bond News
- 1990 -1993 Merger and Acquisition Investment Researcher @ Research Information Services
James Platzer Education
- American University - Kogod School of Business
BA (Economic Theory)
1986-1990
James Platzer Skills
- Retirement Planning
- Securities
- Finance
- Investments
- Financial Advisory
- Mutual Funds
- Strategic Planning
- Management
- Leadership
- Insurance
- Financial Analysis
- Customer Service
- Risk Management
- Research
- Economics
- Asset Management
- Microsoft Excel
- Business Development
- Editing
- C++
James Platzer Summary
- James Platzer, based in Charleston, SC, US, is currently a Managing Director - Investments, Financial Advisor, Senior PIM Portfolio Manager at Wells Fargo Advisors. James Platzer brings experience from previous roles at A.G. Edwards & Sons, Inc., Merrill Lynch, Indepth Bond News and Research Information Services. James Platzer holds a 1986 - 1990 BA in Economic Theory @ American University - Kogod School of Business. With a robust skill set that includes Retirement Planning, Securities, Finance, Investments, Financial Advisory and more. James Platzer has 2 emails and 1 mobile phone numbers on RocketReach.
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