James Weaver Email & Phone Number
Senior Vice President - Financial Advisor @ Sequoia Financial Group
James Weaver Location
Cleveland, OH, US
James Weaver Work
- 2021 - now Senior Vice President - Financial Advisor @ Sequoia Financial Group
- 2010 - 2021 Senior Vice President, Relationship Manager @ KeyBank
- 2010 - 2010 Trust Advisor @ PNC
- 2007 - 2009 Relationship Manager @ National City Bank
- 2001 - 2006 Senior Portfolio Manager @ National City Bank
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
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 2 emails and 1 mobile phone numbers on RocketReach.
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Top Sequoia Financial Group Employees
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45+
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Thomas Haught
Chairman, CEO and President at Sequoia Financial Group
Cleveland, OH, US23 -
Joseph Glick
Chief Operating Officer at Sequoia Financial Group
Cleveland, OH, US45+ -
25
-
45+
-
Matthew Dunn
Chief Compliance Officer at Sequoia Financial Group
Cleveland, OH, US23 -
23
-
Adam Hoffmann
Vice President, Portfolio Manager at Sequoia Financial Group
Minneapolis, MN, US35 -
Al Kantra
Wealth Advisory Consultant at Sequoia Financial Group
Cleveland, OH, US15+ -
25+
-
James Hargadon
Vice President, Head of Manager Research at Sequoia Financial Group
Philadelphia, PA, US23 -
Nick Betro
Vice President, Head of Marketing at Sequoia Financial Group
Cleveland, OH, US44
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