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James Schlesinger Location
Deerfield, IL, US
James Schlesinger Work
2011 -now Partner @ The Business Strategies Group of Illinois
1973 -now Financial Professional @
1973 -2020 Financial Consultant @
2009 -2015 Practice Development Coach @ Pro Advisor Coach
1986 -2009 Divisional Executive Vice President @
James Schlesinger Education
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.) (Psychology, Math, Finance)
1966-1970
James Schlesinger Skills
Estate Planning Strategies
Business Succession Planning
Executive Benefits Planning
Financial Services
Retirement Planning
Wealth Management
Financial Planning
Practice Development
Estate Planning
Management
Financial Advisory
Business Continuity
Investments
Executive Benefits
Insurance
Executive Compensation
Employee Benefits
Mutual Funds
Succession Planning
Spanish
James Schlesinger Summary
James Schlesinger, based in Deerfield, IL, US, is currently a Partner at The Business Strategies Group of Illinois. James Schlesinger brings experience from previous roles at Equitable Advisors, AXA Advisors and Pro Advisor Coach. James Schlesinger holds a 1966 - 1970 Bachelor of Arts (B.A.) in Psychology, Math, Finance @ University of Illinois at Urbana-Champaign. With a robust skill set that includes Estate Planning Strategies, Business Succession Planning, Executive Benefits Planning, Financial Services, Retirement Planning and more. James Schlesinger has 1 emails and 3 mobile phone numbers on RocketReach.
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