James Shea Email & Phone Number
Senior Vice President Financial Advisor @ Seventy2 Capital Wealth Management
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James Shea Location
- Red Bank, NJ, US
James Shea Work
- 2025 -now Senior Vice President Financial Advisor @
- 2017 -now Vice President - Financial Advisor @
- 2010 -2017 Senior Director - Investments Private Client Group @
- 2007 -2010 Vice President Financial Advisor @
- 2005 -2006 Senior Financial Consultant @ PNC Investments (Unofficial)
- 2001 -2005 Senior Financial Consultant @
- 2002 -2002 Vice President, Finance @ Porter Levay & Rose
- 1999 -2002 Financial Advisor @
- 1998 -1999 Account Executive @
- 1997 -1998 Stock Broker Trainee @
James Shea Education
- University of South Carolina
Finance (Business)
1995-1997 - Brookdale Community College
Business Administration (Business Administration)
1992-1994 - Monmouth University
Bachelor of Applied Science (BASc) (Business Administration)
1990-1991
James Shea Summary
- James Shea, based in Red Bank, NJ, US, is currently a Senior Vice President Financial Advisor at Seventy2 Capital Wealth Management. James Shea brings experience from previous roles at Morgan Stanley, Oppenheimer & Co. Inc., Wells Fargo Advisors and PNC Investments (Unofficial). James Shea holds a 1995 - 1997 Finance in Business @ University of South Carolina. James Shea has 3 emails and 2 mobile phone numbers on RocketReach.
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