James Porea's Location
Sylvania, OH, US
James Porea's Work
- Partner @ Venture Visionary Partners
- Senior Vice President-Wealth Management @ UBS Financial Services, Inc.- Touchstone Wealth Partners
- Senior Vice President @ MCDONALD INVESTMENTS, INC.
James Porea's Education
- The Ohio State University - The Max M. Fisher College of Business
BSBA (Finance, Economics)
1977 - 1983
James Porea's Skills
- Leadership
- Marketing
- Financial Reporting
- Wealth Management
- Asset Allocation
- Equities
- Risk Management
- Capital Markets
James Porea's Summary
James Porea, based in Sylvania, OH, US, is currently a Partner at Venture Visionary Partners, bringing 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 contributes valuable insights to the industry. James Porea has 5 emails and 1 mobile phone number on RocketReach.
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