James Work Email & Phone Number
Personal Financial Representative
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James Work Location
- Morgantown, WV, US
James Work Work
- Personal Financial Representative @ Allstate Financial Services (July 2005 - Present)
- Associate Vice President-Investments @ (April 2004 - July 2005)
- Financial Advisor @ Banc One Securities Corporation (September 1998 - April 2004)
- Financial Advisor @ Morgan Stanley Dean Witter (February 1995 - September 1998)
- Agent @ American General Life and Accident (August 1994 - February 1995)
- Agent @ (May 1993 - August 1994)
James Work Education
- Marshall University
Bachelor of Business Administration (BBA) (Economics)
1987-1992
James Work Skills
- Leadership
- Estate Planning
- Series 63
- PowerPoint
- Financial Planners
- Public Speaking
- Fixed Annuities
- Saving for Education
- Qualified Retirement
- Insurance
- Retirement Planning
- Wealth Management Services
- Portfolio Management
- IRAs
- Critical Illness
- Investments
- Variable Annuities
- Finance
- 401k
- Asset Allocation
- Roth IRA
- Strategic Planning
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Underwriting
- Universal Life
- Uniform Combined State Law
- Strategic Financial Planning
- Securities
- Qualified Retirement Plans
- Investment Strategies
- College Savings Plans
- Wealth Accumulation
- Consumer Lending
- Long Term Care
- Disability Insurance
- Wealth
- Property And Casualty Insurance
- Uniform Combined State
- Property And Casualty
- Long Term Care Insurance
- Series 24
- Small Business
- General Insurance
- 401k Rollovers
- Financial Reporting
- Management
- Strategic Financial
- Commercial Insurance
- Term Life Insurance
- Health Insurance
- Retirement
- Series 65
- Life And Health Insurance Licenses
- Life And Health Insurance
- Small Business Lending
- Loans
- Series 7
- Employee Benefits
- 529 Plans
- Whole Life
James Work Summary
- James Work, based in Morgantown, WV, US, is currently a Personal Financial Representative at Allstate Financial Services. James Work brings experience from previous roles at A.G. Edwards, Banc One Securities Corporation, Morgan Stanley Dean Witter and American General Life and Accident. James Work holds a 1987 - 1992 Bachelor of Business Administration (BBA) in Economics @ Marshall University. With a robust skill set that includes Leadership, Estate Planning, Series 63, PowerPoint, Financial Planners and more. James Work has 1 mobile phone numbers on RocketReach.
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