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James Watt Location
Atlanta, GA, US
James Watt Work
1979 -now Managing Director - Investments @
James Watt Education
Iona College
Bachelor's degree (Romantic Poets)
1964-1969
James Watt Skills
401k Rollovers
Asset Allocation
Business-Succession Strategies
Financial Services
Fixed Income Strategies
Insurance
Investment Strategies
Investments
Multigenerational Wealth Transfer Strategies
Relationship Management
Retirement
Retirement-Plan Consulting
Retirement Savings
Risk Management Strategies
Securities
Stock Due Diligence
Tax-Efficient Strategies
Wealth Management Services
Wealth-Preservation Strategies
Wealth Preservation Strategies
Tax Efficient Strategies
Business Succession Strategies
Retirement Plan Consulting
Omega
James Watt Summary
James Watt, based in Atlanta, GA, US, is currently a Managing Director - Investments at Oppenheimer & Co. Inc.. James Watt holds a 1964 - 1969 Bachelor's degree in Romantic Poets @ Iona College. With a robust skill set that includes 401k Rollovers, Asset Allocation, Business-Succession Strategies, Financial Services, Fixed Income Strategies and more. James Watt has 1 emails and 2 mobile phone numbers on RocketReach.
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