James Thorn Email & Phone Number
Financial Advisor, Senior Vice President- Investment Officer @ Wells Fargo Advisors
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James Thorn Location
- Boca Raton, FL, US
James Thorn Work
- 2013 -now Financial Advisor, Senior Vice President- Investment Officer @
James Thorn Education
- MLU Merrill Lynch University
(Financial Markets and Securities Training)
2006-2007 - The University of Akron
BA Business & Organizational Communications (Business and Organizational Communications)
1989-1994 - Cuyahoga Falls High School
James Thorn Skills
- Investment Strategies
- Bonds
- Strategic Planning
- Investment Planning
- Portfolio Analysis
- Equities
- Investments
- Mutual Funds
- Retirement Planning
- Securities
- Financial Advisory
- Asset Allocation
- Fixed Income
- Relationship Management
- Insurance
- Retirment-plan Consulting
- Wealth-Preservation Planning
- Stock Analysis
- Mutual Funds, Bonds, Annuities
- Risk Management
- Multi-Generational Wealth Planning
- Retirement Savings
- Deferred Compensation Plans
- Concentrated Stock Management
- Business-Succession Planning
- Business-Owner Planning
- Tax-Efficient Strategies
- Wealth Strategies
- Wealth Preservation Planning
- Annuities
- Strategy
- Multi Generational Wealth Planning
- Microsoft Office
- Retirment Plan Consulting
- Marketing
- Business Succession Planning
- Financial Analysis
- Tax Efficient Strategies
- Financial Reporting
- Business Owner Planning
James Thorn Summary
- James Thorn, based in Boca Raton, FL, US, is currently a Financial Advisor, Senior Vice President- Investment Officer at Wells Fargo Advisors. James Thorn holds a 2006 - 2007 MLU Merrill Lynch University. With a robust skill set that includes Investment Strategies, Bonds, Strategic Planning, Investment Planning, Portfolio Analysis and more. James Thorn has 1 emails and 1 mobile phone numbers on RocketReach.
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