James Steele Email & Phone Number
Senior Financial Advisor, Senior Vice President - Wealth Management @ Merrill Lynch
James Steele's Location
Boise, Idaho, United States
James Steele's Education
- University of Idaho
Bachelor's Degree
1987 - 1991 - Bishop Kelly High School
High School Diploma/GED
1983 - 1987
James Steele's Skills
- Portfolio Construction
- Marketing
- Volunteer Work Advisory Board
- Financial Reporting
- Investments
- Business Retirement Plans
- Management
- Customizable Investment Strategies
- Business Development
- Team Building
James Steele's Summary
James Steele, based in Boise, Idaho, United States, is currently a Senior Financial Advisor, Senior Vice President - Wealth Management at Merrill Lynch. James Steele holds a 1987 - 1991 Bachelor's Degree @ University of Idaho. With a robust skill set that includes Portfolio Construction, Marketing, Volunteer Work Advisory Board, Financial Reporting, Investments and more, James Steele contributes valuable insights to the industry. James Steele has 1 email and 1 mobile phone number on RocketReach.
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