James Roeske Email & Phone Number
Resident Director - Wealth Management Advisor, Senior Vice President @ Merrill Lynch
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James Roeske Location
- California, United States
James Roeske Work
- 2003 -now Resident Director - Wealth Management Advisor, Senior Vice President @
James Roeske Education
- Saint Mary's College of California
Bachelor's Degree
1995-1999
James Roeske Skills
- Wealth Management
- Series 7
- Series 63
- Asset Allocation
- Investment Advisory
- Retirement Planning
- Mutual Funds
- Financial Services
- Certified Financial Planner
- Portfolio Management
- Advisory
- Banking
- Social Media
- Sales Management
- Retirement
- SAN
- Estate and Retirement Planning Services
- Investment Portfolo Construction
- High Net Worth Portfolio Management
James Roeske Summary
- James Roeske, based in California, United States, is currently a Resident Director - Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management. James Roeske holds a 1995 - 1999 Bachelor's Degree @ Saint Mary's College of California. With a robust skill set that includes Wealth Management, Series 7, Series 63, Asset Allocation, Investment Advisory and more. James Roeske has 3 emails and 5 mobile phone numbers on RocketReach.
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