James Warner Email & Phone Number
Wealth Manager @ Warner Wealth
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James Warner Location
- Shelton, CT, US
James Warner Work
- 2011 -now Wealth Manager @
- 2003 -2024 Co and Founder @
- 2010 -2012 Co-Founder and Managing Producer @ IDTV
- 1999 -2012 Owner @ WD Enterprises Inc.
- 2011 -2011 Co-Founder @ SavingsClique.com
- 2006 -2011 Organizer @ Sachem Bank (In Organization)
- 2006 -2009 Director @
- 2002 -2009 Vice President @ Guilford CT Chamber of Commerce
- 1994 -2008 Founder @
- 2001 -2007 Past Board Member @ Branford Chamber of Commerce
James Warner Education
- Bryant University
Bachelor of Science (BS) (management and computer Information Tech)
1996-1999 - Hand 1992-1995
James Warner Skills
- Entrepreneurship
- Small Business
- Investments
- Portfolio Management
- Alternative Investments
- Series 7
- Asset Allocation
- Equities
- 401k
- Investment Advisory
- Wealth Management
- Series 66
- Insurance
- Entrepreneur
- Tax Efficiency
- Fixed Income
- Separately Managed Accounts
- 401k Rollovers
- Business
- Long-term Care
- Disability Insurance
- Finance
- Public Speaking
- Sales
- Long Term Care
- Public Schools
- Business Strategy
James Warner Summary
- James Warner, based in Shelton, CT, US, is currently a Wealth Manager at Warner Wealth CT. James Warner brings experience from previous roles at WD Enterprises, Inc, IDTV, WD Enterprises Inc. and SavingsClique.com. James Warner holds a 1996 - 1999 Bachelor of Science (BS) in management and computer Information Tech @ Bryant University. With a robust skill set that includes Entrepreneurship, Small Business, Investments, Portfolio Management, Alternative Investments and more. James Warner has 1 emails and 1 mobile phone numbers on RocketReach.
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