James Sorey's Location
Charlotte, North Carolina, United States
James Sorey's Work
- Regional Director @ Goss Advisors
- Regional Director @ Avantax®
- Managing Partner @ Bridgemark Executive Search
- Vice President @ Lincoln Financial Group
- Senior Vice President, East Region Manager @ LPL Financial
- Senior Vice President, Division Manager - Business Development @ LPL Financial
- Regional Director @ LPL Financial
- External Wholesaler @ New York Life
- External Wholesaler @ Transamerica Financial Solutions
- Senior Investment Specialist @ Nicholas Applegate
James Sorey's Education
- Wake Forest University School of Business
Master of Business Administration (Management)
2010 - 2011 - Louisiana State University
Bachelor of Arts (Finance)
1991 - 1995 - Wake Forest University
James Sorey's Skills
- Sales Management
- Salesforce.com
- Recruitment/Retention
- Business Strategy
- Strategic Planning
- Recruiting
- Management
- Portfolio Management
- Securities
- Asset Management
James Sorey's Summary
James Sorey, based in Charlotte, North Carolina, United States, is currently a Regional Director at Goss Advisors, bringing experience from previous roles at Avantax Wealth Management℠, Bridgemark Executive Search, Lincoln Financial Group and LPL Financial. James Sorey holds a 2010 - 2011 Master of Business Administration in Management @ Wake Forest University School of Business. With a robust skill set that includes Sales Management, Salesforce.com, Recruitment/Retention, Business Strategy, Strategic Planning and more, James Sorey contributes valuable insights to the industry. James Sorey has 3 emails on RocketReach.
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ViewJoeAnna LaCourse
Operations Associate and Client Services at Goss Advisors
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