James Spisak Email & Phone Number
Sr. Enterprise Account Manager @ Envestnet | MoneyGuide
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James Spisak Location
- Richmond, VA, US
James Spisak Work
- 2025 -now Sr. Enterprise Account Manager @
- 2018 -2024 VP of Independent Sales @
- 2013 -2018 Account Manager @
- 2012 -2013 Investment Counselor @
- 2010 -2012 Vice President, Investment Adviser Rep. @
- 2006 -2010 Investment Adviser Rep @ First Market Bank
- 2004 -2006 Licensed Financial Specialist @
James Spisak Education
- Virginia Tech 1991-1995
James Spisak Skills
- Banking
- Small Business Lending
- Financial Analysis
- Commercial Banking
- Commercial Lending
- Loans
- Mortgage Lending
- Investments
- Consumer Lending
- Portfolio Management
- Strategic Planning
- Small Business
- Finance
- Credit Analysis
- Strategic Financial Planning
- Loan Origination
- Credit
- Business Development
- Financial Services
- Financial Planning
- Sales
- JavaScript
- Customer Service
- Project Management
- PowerPoint
James Spisak Summary
- James Spisak, based in Richmond, VA, US, is currently a Sr. Enterprise Account Manager at Envestnet | MoneyGuide. James Spisak brings experience from previous roles at Envestnet | MoneyGuide, BB&T and Village Bank. James Spisak holds a 1991 - 1995 Virginia Tech. With a robust skill set that includes Banking, Small Business Lending, Financial Analysis, Commercial Banking, Commercial Lending and more. James Spisak has 2 emails and 2 mobile phone numbers on RocketReach.
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