James Wessel Email & Phone Number
Senior Benefits Analyst @ Woodruff Sawyer
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James Wessel Location
- Murrieta, CA, US
James Wessel Work
- Senior Benefits Analyst @ (September 2022 - Present)
- Benefit Technical Analyst @ (January 2015 - September 2022)
- Managed Account Analyst and Associate Service Consultant @ (April 2008 - December 2014)
- Collateral Liaison and Foreclosure Processor @ (August 2004 - March 2009)
James Wessel Education
- San Diego State University
Bachelor of Science (BS) (Financial Planning and Services)
2003-2008
James Wessel Skills
- Mortgage Lending
- Strategic Financial Planning
- Loans
- Financial Analysis
- Banking
- Finance
- Microsoft Office
- Customer Service
- Phone Etiquette
- Financial Advisory
- Portfolio Management
- Rebalancing
- Asset Allocation
- Asset Management
- Financial Planning
- Analysis
- Mutual Funds
- Management
- Financial Services
James Wessel Summary
- James Wessel, based in Murrieta, CA, US, is currently a Senior Benefits Analyst at Woodruff Sawyer. James Wessel brings experience from previous roles at Arthur J. Gallagher & Co., LPL Financial and Accredited Home Lenders. James Wessel holds a 2003 - 2008 Bachelor of Science (BS) in Financial Planning and Services @ San Diego State University. With a robust skill set that includes Mortgage Lending, Strategic Financial Planning, Loans, Financial Analysis, Banking and more. James Wessel has 3 emails and 2 mobile phone numbers on RocketReach.
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