James Weight Email & Phone Number
Financial Planning Director @ Morgan Stanley
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James Weight Location
- Moseley, VA, US
James Weight Work
- Financial Planning Director @ (March 2021 - Present)
- Vice President, Relationship Management @ (August 2013 - July 2020)
- Financial Planning Manager @ (January 2006 - August 2013)
- Retirement Plans Specialist @ (February 2004 - December 2005)
- Retirement Benefits Director @ (January 2001 - January 2004)
James Weight Education
- University of California, Berkeley
Bachelor's degree (Economics)
- College for Financial Planning
Masters (Financial Analysis)
James Weight Skills
- Financial Analysis
- Financial Planning
- Investments
- Financial Statements
- Strategic Financial Planning
- IRAs
- Asset Allocation
- Cash Flow
- Equities
- Economics
- Mutual Funds
- Derivatives
- Retirement
- Wealth Management
- Investment Management
- Portfolio Management
- Financial Advisory
- Retirement Planning
- Estate Planning
- Finance
- Series 7
- Investment Advisory
- Investment Strategies
- Financial Services
- Series 63
- 401k
- Insurance
- Pensions
- Responsibility
- Consulting
- Public Speaking
- Art
- Obtain
- Yahoo
- Sales
- Retirement Benefits
- Group Presentations
- Net
- Tax
- Fee
- Public Sector
- Credentials
- Sage Act
- Marketplace
- Morningstar
- Sold
- Counties
- San Francisco
- Weight
- Berkeley
- Microsoft Office
- Strategies
- Savings
- FINRA
- Variable
- Marketing
- Dublin
- Nonprofits
- Certified Financial Planner
- Wealth
- Benchmarking
- Delivers
- Management
- Insurance Planning
- Science
- Payroll
- Campaigns
- Tactics
- Chartered Financial Analyst
James Weight Summary
- James Weight, based in Moseley, VA, US, is currently a Financial Planning Director at Morgan Stanley. James Weight brings experience from previous roles at ICMA-RC and AXA Advisors. James Weight holds a Bachelor's degree in Economics @ University of California, Berkeley. With a robust skill set that includes Financial Analysis, Financial Planning, Investments, Financial Statements, Strategic Financial Planning and more. James Weight has 1 emails and 2 mobile phone numbers on RocketReach.
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