James Roberts Email & Phone Number
Founder @ Intentional
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James Roberts Location
- Fort Mill, SC, US
James Roberts Work
- 2012 -now Founder @
- 2020 -now Co-Founder @ Miracle of the Hudson
- 2020 -2020 2020 LLS Man of the Year All-Star @
- 2014 -2017 President Of The Board Of Directors @ Platoon 22
- 2014 -2014 Man of the Year Finalist @
- 2007 -2012 LPL Financial Advisor @
James Roberts Education
- Georgetown University - The McDonough School of Business
Certificate of Financial Planning (Financial Planning and Services)
2011-2012 - University of North Carolina at Wilmington
Communication, General
2000-2001 - Magruder High School 1995-1999
- University of Maryland
BA Arts & Humanities (Communications)
James Roberts Skills
- Business Planning
- Finance
- Exit Strategies
- Succession Planning
- Risk Management
- Business Process
- Certified Financial Planner
- Strategic Planning
- Employee Stock Ownership Plan (ESOP)
- Estate Planning
- Financial Services
- Ownership Transition
James Roberts Summary
- James Roberts, based in Fort Mill, SC, US, is currently a Founder at Intentional, LLC. James Roberts brings experience from previous roles at Miracle of the Hudson, The Leukemia & Lymphoma Society and Platoon 22. James Roberts holds a 2011 - 2012 Certificate of Financial Planning in Financial Planning and Services @ Georgetown University - The McDonough School of Business. With a robust skill set that includes Business Planning, Finance, Exit Strategies, Succession Planning, Risk Management and more. James Roberts has 1 emails and 1 mobile phone numbers on RocketReach.
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