James Verity Email & Phone Number
Partner, Wealth Advisor (Formally Adviser Investments) @ RWA Wealth Partners
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James Verity Location
- Boston, MA, US
James Verity Work
- 2011 -now Partner, Wealth Advisor (Formally Adviser Investments) @
- 2005 -2011 Vice President @ Kobren Insight Management
- 2003 -2005 Client Service Manager @
- 2000 -2003 Vice President and Investment Center Manager @
- 1993 -2000 Investment Specialist and Sales Leader @
- 1992 -1993 Investment Representative @ Olde Discount Stockbrokers Inc
James Verity Education
- Plymouth State University
BS (Management)
1988-1992 - Melrose High School 1985-1988
James Verity Skills
- Marketing
- Microsoft Office
- Portfolio Management
- Business Development
- Credit
- Executive Suites
- Investment Strategies
- Customer Satisfaction
- Gewerbeimmobilien
James Verity Summary
- James Verity, based in Boston, MA, US, is currently a Partner, Wealth Advisor (Formally Adviser Investments) at RWA Wealth Partners. James Verity brings experience from previous roles at Kobren Insight Management and Charles Schwab. James Verity holds a 1988 - 1992 BS in Management @ Plymouth State University. With a robust skill set that includes Marketing, Microsoft Office, Portfolio Management, Business Development, Credit and more. James Verity has 2 emails and 1 mobile phone numbers on RocketReach.
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