James Spillane Email & Phone Number
Regional Vice President @ Fisher Investments
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James Spillane Location
- Cornelius, NC, US
James Spillane Work
- 2016 -now Regional Vice President @
- 1997 -2016 Director, Investment Product Sales @
James Spillane Education
- Strayer University
Bachelor's degree (Finance, General)
2011-2017 - Nassau Community College
Associate's degree (Business Administration and Management, General)
1986-1988
James Spillane Skills
- Retirement Planning
- Mutual Funds
- Series 63
- Asset Allocation
- Financial Services
- Portfolio Management
- Investment Advisory
- Wealth Management
- Investments
- Financial Planning
- Retirement
- Leadership
- Finra Series 65
- Finra Series 7
- Management
- Project Management
- Customer Service
- Strategy
- Sales
- Series 7
James Spillane Summary
- James Spillane, based in Cornelius, NC, US, is currently a Regional Vice President at Fisher Investments. James Spillane brings experience from previous roles at TIAA-CREF. James Spillane holds a 2011 - 2017 Bachelor's degree in Finance, General @ Strayer University. With a robust skill set that includes Retirement Planning, Mutual Funds, Series 63, Asset Allocation, Financial Services and more. James Spillane has 4 emails and 4 mobile phone numbers on RocketReach.
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