James Sleight Email & Phone Number
Senior Financial Advisor, First Vice President @ Merrill Lynch
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James Sleight Location
- Connecticut, United States
James Sleight Work
- 2008 -now Senior Financial Advisor, First Vice President @
James Sleight Education
- Western Kentucky University
Bachelor's Degree
1986-1990
James Sleight Skills
- Program Management
- Small Business
- Behavioral Finance
- Social Security Analysis
- Investments
- Wealth Management Planning
- Business Retirement Plans
- High Net Worth Individuals
- Financial Modeling
- Corporate Executive Advising
- Retirement Planning
- Investment Management
- Microsoft Excel
- Leadership
- Estate and Wealth Structuring
- Wealth Management
- Goals Based Asset Management
- Insurance
- Professional Money Management
- Microsoft Office
- Customer Service
- Investment Personality Assessment
- Team Building
- Portfolio Management
- Business Financial Strategies
- Finance
- Process Improvement
- Financial Analysis
James Sleight Summary
- James Sleight, based in Connecticut, United States, is currently a Senior Financial Advisor, First Vice President at Merrill Lynch Wealth Management. James Sleight holds a 1986 - 1990 Bachelor's Degree @ Western Kentucky University. With a robust skill set that includes Program Management, Small Business, Behavioral Finance, Social Security Analysis, Investments and more. James Sleight has 2 emails and 2 mobile phone numbers on RocketReach.
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