James Weaver Email & Phone Number
Senior Vice President - Financial Advisor @ Sequoia Financial Group
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James Weaver Location
- Cleveland, OH, US
James Weaver Work
- Senior Vice President - Financial Advisor @ (October 2021 - Present)
- Senior Vice President, Relationship Manager @ (April 2010 - November 2021)
- Trust Advisor @ (January 2010 - April 2010)
- Relationship Manager @ (January 2007 - December 2009)
- Senior Portfolio Manager @ (April 2001 - December 2006)
James Weaver Education
- Cleveland State University
MBA (Finance)
1989-1992 - Gannon University
B.S. (Finance)
1982-1986
James Weaver Skills
- Wealth Management
- High Net Worth Individuals
- Asset Allocation
- Investment Management
- Investment Strategies
- Retirement Planning
- Asset Managment
- Investments
- Estate Planning
- Strategic Financial Planning
- Retirement
- Wealth Management Services
- Options
- Trust Services
- Loans
- Securities
- Portfolio Management
- Alternative Investments
- Asset Management
- Financial Planning
James Weaver Summary
- James Weaver, based in Cleveland, OH, US, is currently a Senior Vice President - Financial Advisor at Sequoia Financial Group. James Weaver brings experience from previous roles at Key Private Bank, PNC Wealth Management and National City Bank. James Weaver holds a 1989 - 1992 MBA in Finance @ Cleveland State University. With a robust skill set that includes Wealth Management, High Net Worth Individuals, Asset Allocation, Investment Management, Investment Strategies and more. James Weaver has 1 emails and 1 mobile phone numbers on RocketReach.
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