James Porea Email & Phone Number
Partner @ Venture Visionary Partners
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James Porea Location
- Sylvania, OH, US
James Porea Work
- Partner @ (November 2020 - Present)
- Senior Vice President-Wealth Management @ UBS Financial Services, Inc.- Touchstone Wealth Partners (February 2007 - November 2020)
- Senior Vice President @ (October 1989 - February 2007)
James Porea Education
- The Ohio State University - The Max M. Fisher College of Business
BSBA (Finance, Economics)
1977-1983
James Porea Skills
- Leadership
- Marketing
- Financial Reporting
- Wealth Management
- Asset Allocation
- Equities
- Risk Management
- Capital Markets
James Porea Summary
- James Porea, based in Sylvania, OH, US, is currently a Partner at Venture Visionary Partners. James Porea brings experience from previous roles at UBS Financial Services, Inc.- Touchstone Wealth Partners and MCDONALD INVESTMENTS, INC.. James Porea holds a 1977 - 1983 BSBA in Finance, Economics @ The Ohio State University - The Max M. Fisher College of Business. With a robust skill set that includes Leadership, Marketing, Financial Reporting, Wealth Management, Asset Allocation and more. James Porea has 3 emails and 3 mobile phone numbers on RocketReach.
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