James Slater Email & Phone Number
Senior Investment Advisor @ Cetera Financial Group
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James Slater Location
- Lombard, IL, US
James Slater Work
- Senior Investment Advisor @ (June 2019 - Present)
- Senior Financial Services Representative @ (August 1992 - September 2022)
James Slater Education
- Valparaiso University
Finance
1988-1992
James Slater Skills
- Leadership
- Customer Service
- Financial Analysis
- Management
- Business Analysis
- Microsoft Word
- Strategy
- Banking
- Mutual Funds
- Loans
- Survivor Income
James Slater Summary
- James Slater, based in Lombard, IL, US, is currently a Senior Investment Advisor at Cetera Financial Group. James Slater brings experience from previous roles at Foresters Financial Services. James Slater holds a 1988 - 1992 Finance @ Valparaiso University. With a robust skill set that includes Leadership, Customer Service, Financial Analysis, Management, Business Analysis and more. James Slater has 1 mobile phone numbers on RocketReach.
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Top Cetera Financial Group Employees
Prashant Sarode
Managing Director, Head of AI
Charlotte, NC, US
Jon Anderson
Managing Director, Head of Workplace and Retirement
San Diego, CA, US
Tom Halloran
President and CEO of Cetera Advisors
Wellesley, MA, US
Casper Thomsen
Managing Director, Head of Enterprise Data
Texas, United States
Mike Ragunas
Chief Technology Officer
Denver, CO, US
Edward O'Brien
Chief Operating Officer
Boston, MA, US
Todd MacKay
President, Cetera Wealth Management
Evergreen, CO, US
Jennifer Hanau
President, RIA and Branches Channel
Boulder, CO, US
Summer Pretzer
Senior Vice President, Head of Risk Controls
San Diego, CA, US
Christian Mitchell
President, Cetera Solutions
San Diego, CA, US
Maxwell Razzore
Vice President - Program Manager
San Diego, CA, US
Adeline Wong
SVP, Head of Retirement Plan Programs and Strategy
San Diego, CA, US
Deepti Tivel
Managing Director, Head of Talent Acquisition
San Diego, CA, US
Jeff Buchheister
Chief Financial Officer
San Diego, CA, US
Andy Watts
President, Tax Channel
Texas, United States
Scott Hennon
Chief Information Security Officer and Head of Enterprise IT Risk Management
Florida, United States
Andrea Shane
Managing Director, Head of Sales and Growth Operations
Florida, United States
Michael Durbin
Chief Executive Officer
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