James Warner Email & Phone Number
Wealth Manager @ Warner Wealth
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James Warner Location
- Shelton, CT, US
James Warner Work
- Wealth Manager @ (November 2011 - Present)
- Co and Founder @ (January 2003 - April 2024)
- Co-Founder and Managing Producer @ IDTV (January 2010 - February 2012)
- Owner @ WD Enterprises Inc. (January 1999 - January 2012)
- Co-Founder @ SavingsClique.com (February 2011 - October 2011)
- Organizer @ Sachem Bank (In Organization) (October 2006 - January 2011)
- Director @ (January 2006 - January 2009)
- Vice President @ Guilford CT Chamber of Commerce (January 2002 - January 2009)
- Founder @ (January 1994 - January 2008)
- Past Board Member @ Branford Chamber of Commerce (January 2001 - January 2007)
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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