Jim Pratt-Heaney Email & Phone Number
Founding Partner @ Coastal Bridge Advisors
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Jim Pratt-Heaney Location
- Westport, CT, US
Jim Pratt-Heaney Work
- 2008 -now Founding Partner @
- 1998 -2008 Private Banking, Investment Group @
- 1987 -1998 Financial Advisor @ E. F. Hutton & Co
Jim Pratt-Heaney Education
- Marist University
Jim Pratt-Heaney Skills
- Venture Capital
- Accredited Training
- High Net Worth
- Cash Management
- Investments
- Due Diligence
- Asset Management
- Strategic Financial
- Private Banking
- Finance
- Investment Advisory
- Wealth Management
- Family Office
- Portfolio Management
- Stock Option Mangement
- Financial Planning
- Wealth Management Services
Jim Pratt-Heaney Summary
- Jim Pratt-Heaney, based in Westport, CT, US, is currently a Founding Partner at Coastal Bridge Advisors. Jim Pratt-Heaney brings experience from previous roles at Merrill Lynch and E. F. Hutton & Co. Jim Pratt-Heaney holds a Marist University. With a robust skill set that includes Venture Capital, Accredited Training, High Net Worth, Cash Management, Investments and more. Jim Pratt-Heaney has 1 emails on RocketReach.
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