James Wynn Email & Phone Number
Sr. Vice President
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James Wynn Location
- Conshohocken, PA, US
James Wynn Work
- Sr. Vice President @ OnePenn Financial Goup
- Senior Vice President of sales @ One Penn Financial Group (September 2012 - Present)
- senior vice president @ (August 2009 - June 2012)
- SR Vice President @ Delaware Valley Financial Group, Inc. (January 2009 - June 2012)
James Wynn Education
- Randolph-Macon College
(Economics)
1961-1966 - William Penn Charter School 1958-1961
James Wynn Skills
- Wealth Accumulation
- Securities
- Investments
- Retirement
- Portfolio Management
- Asset Management
- Funding
- Financial Planning
- Estate Planning
- Disability Insurance
- Risk Management
- Succession Planning
- Long Term Care
- Employee Benefits
- Executive Compensation
- Equities
- Retirement Planning
- Wealth Management
- Wealth Transfer
- Asset Allocation
- Insurance Planning
- Annuities
- Investment Advisory
- Wealth
- Mutual Funds
- 401k
- IRA's
- Investment Strategies
- Deferred Compensation
- Wealth Preservation
- Pensions
- Retirement Solutions
- Financial Advisory
- Series 7
- IRA Rollovers
- Annuity
- Alternative Investments
- High Net Worth Individuals
- Comprehensive Wealth Management
- Term Life Insurance
- Profit Sharing
- Asset
- Group Benefits
- Retirement Income Strategies
- Long-term Care
- Financial Advice
- FINRA
- SEP
- Bonds
- Asset Protection
James Wynn Summary
- James Wynn, based in Conshohocken, PA, US, is currently a Sr. Vice President at OnePenn Financial Goup. James Wynn brings experience from previous roles at One Penn Financial Group, OnePenn Financial Group and Delaware Valley Financial Group, Inc.. James Wynn holds a 1961 - 1966 Randolph-Macon College. With a robust skill set that includes Wealth Accumulation, Securities, Investments, Retirement, Portfolio Management and more. James Wynn has 1 emails and 1 mobile phone numbers on RocketReach.
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