James Spinelli Email & Phone Number
CEO + Founder @ Great Valley Advisor Group
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James Spinelli Location
- Berwyn, PA, US
James Spinelli Work
- 2024 -now CEO + Founder @
- 2014 -2024 COO + Founder @
- 2019 -now Partner @
- 2016 -2025 Founder @
- 2018 -2020 Founding Partner, Operations @
- 2012 -2013 Senior Financial and Information Systems Analyst @
- 2010 -2012 Financial and Information Systems Analyst @
James Spinelli Education
- Indiana University - Kelley School of Business
Master of Science in Finance (MSF) (Finance)
2016-2018 - Penn State University
Master of Science in Information Science (MSIS) (Information Science/Studies)
2009-2012 - Penn State University
Management of Information Systems (Information Technology)
2004-2008 - Malvern Preparatory School 2000-2004
James Spinelli Skills
- Leadership
- Management
- New Business Development
- Financial Modeling
- Investments
- Transition Planning
- Integration
- Microsoft SQL Server
- Data Migration
- Process Improvement
- SEO
- Google Analytics
James Spinelli Summary
- James Spinelli, based in Berwyn, PA, US, is currently a CEO + Founder at Great Valley Advisor Group. James Spinelli brings experience from previous roles at Great Valley Advisor Group, Stonebridge Wealth Management, AdvisorBOB and Birch Benefits. James Spinelli holds a 2016 - 2018 Master of Science in Finance (MSF) in Finance @ Indiana University - Kelley School of Business. With a robust skill set that includes Leadership, Management, New Business Development, Financial Modeling, Investments and more. James Spinelli has 4 emails and 2 mobile phone numbers on RocketReach.
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