James Small Email & Phone Number
Senior Vice President, Private Wealth Advisor
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James Small Location
- Philadelphia, PA, US
James Small Work
- 2020 -now Senior Vice President, Private Wealth Advisor @ Morgan Stanley Private Wealth Management
- 2009 -2020 Senior Vice President- Investents @
- 1990 -1995 Branch Manager @
James Small Education
- Bowdoin College
History
James Small Skills
- Process Improvement
- Investments
- Financial Analysis
- Business Development
- Strategy
- Wealth Management
- Portfolio Management
- Commercial Lending
- Risk Management
- Tenant Representation
- Credit
- Credit Analysis
- Relationship Management
- Mortgage Banking
- General Insurance
James Small Summary
- James Small, based in Philadelphia, PA, US, is currently a Senior Vice President, Private Wealth Advisor at Morgan Stanley Private Wealth Management. James Small brings experience from previous roles at UBS Financial Services Inc. and Morgan Stanley. James Small holds a History @ Bowdoin College. With a robust skill set that includes Process Improvement, Investments, Financial Analysis, Business Development, Strategy and more. James Small has 1 mobile phone numbers on RocketReach.
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