Jim Quinlan Email & Phone Number
Partner @ Stonedam Financial Advisors
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Jim Quinlan Location
- West Chester, PA, US
Jim Quinlan Work
- 2023 -now Partner @
- 2022 -now Independent Financial Advisor @
- 2023 -2025 Chief Financial Officer @
- 2017 -2022 Partner @
- 2013 -2017 President - Board of Directors @ Catholic Charities Appeal of the Archdiocese of Philadelphia
- 2011 -2016 Executive Vice President and Financial Advisor, Financial Planner @ Penn Liberty Bank
- 2007 -2011 Senior Vice President @
- 2007 -2011 President, Financial Advisor, Financial Planner @ Beneficial Advisors, LLC
- 1999 -2007 Partner @ SMART Business Advisory and Consulting
- 1999 -2007 President @ SMART FINANCIAL ADVISORS, LLC
- 1999 -2007 Partner @ SMART AND ASSOCIATES, LLP
- 1993 -1999 President @ TRINITY FINANCIAL ADVISORS
- 1990 -1993 CONTROLLER @ JWP / FOREST ELECTRIC CORP
- 1987 -1990 Senior Auditor @ Stockton Bates and Co.
- 1985 -1987 Vice President @ Quinlan & Associates, Inc
Jim Quinlan Education
- Villanova University
MBA (Finance)
1986-1988 - Bucknell University
Bachelor of Science (BS) (Business Administration and Management, General)
1981-1985 - Archbishop John Carroll HS 1977-1981
Jim Quinlan Skills
- Insurance
- Investment Advisory
- Strategic Financial Planning
- Wealth Management
- Retirement Planning
- Investments
- Mutual Funds
- Portfolio Management
- Financial Advisory
- Asset Managment
- Retirement
- Strategic Financial
- Advisory
- Finance
- Nursing
- Strategic Planning
- Project Planning
Jim Quinlan Summary
- Jim Quinlan, based in West Chester, PA, US, is currently a Partner at Stonedam Financial Advisors. Jim Quinlan brings experience from previous roles at Private Advisor Group, Medicus Pharma Ltd., Wipfli LLP and Catholic Charities Appeal of the Archdiocese of Philadelphia. Jim Quinlan holds a 1986 - 1988 MBA in Finance @ Villanova University. With a robust skill set that includes Insurance, Investment Advisory, Strategic Financial Planning, Wealth Management, Retirement Planning and more. Jim Quinlan has 2 emails and 2 mobile phone numbers on RocketReach.
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