James Winn Email & Phone Number
Financial Advisor @ UBS Group AG
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James Winn Location
- Boston, MA, US
James Winn Work
- Financial Advisor @ (January 2021 - Present)
- Wealth Planning Associate @ (June 2018 - January 2021)
- Senior Auditor - Financial Services @ (January 2014 - April 2018)
- Wealth Management Intern @ (May 2013 - August 2013)
- Student Caller @ (February 2011 - November 2011)
- Accounting Intern @ (May 2011 - August 2011)
- Administrative Assistant and Processor @ Mortgage Master Inc (March 2008 - January 2011)
- Waiting Staff @ Seaport Café (May 2010 - August 2010)
James Winn Education
- Isenberg School of Management, UMass Amherst
Bachelors of Business Administration (Accounting & Information Systems)
2009-2013 - University of Massachusetts Amherst
Bachelor of Arts (Economics)
2009-2013 - St. John's Preparatory High School 2005-2009
James Winn Skills
- Access
- Budgets
- Customer Service
- Data Analysis
- Finance
- Financial Analysis
- Market Research
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- PowerPoint
- Research
- Spanish
- Teamwork
- Time Management
James Winn Summary
- James Winn, based in Boston, MA, US, is currently a Financial Advisor at UBS. James Winn brings experience from previous roles at UBS, EY, UBS Wealth Management and University of Massachusetts Amherst- Annual Fund. James Winn holds a 2009 - 2013 Bachelors of Business Administration in Accounting & Information Systems @ Isenberg School of Management, UMass Amherst. With a robust skill set that includes Access, Budgets, Customer Service, Data Analysis, Finance and more. James Winn has 2 emails and 3 mobile phone numbers on RocketReach.
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