Jim Tait Email & Phone Number
Financial Advisor at CUSO Financial Services, L.P) @ Sb1 Federal Credit Union
Jim Tait's Location
Media, PA, US
Jim Tait's Work
- Financial Advisor at CUSO Financial Services, L.P) @ Sb1 Federal Credit Union
- Financial Advisor @ Fleet Bank / Bank of America
- Financial Advisor @ Mellon Bank / Dreyfus
- Financial Advisor @ Butcher & Singer
- Financial Advisor @ Merrill Lynch
Jim Tait's Education
- Bloomsburg University of Pennsylvania
BS (Economics)
1978 - 1981 - Central Bucks East
Jim Tait's Skills
- Banking
- Domestic Partner Planning
- Saving for Education
- Human Resources
- Education Funding
- Credit Risk
- Rollovers
- Investment Advisory
- Financial Services
- Uniform Combined State Law
Jim Tait's Summary
Jim Tait, based in Media, PA, US, is currently a Financial Advisor at CUSO Financial Services, L.P) at Sb1 Federal Credit Union, bringing experience from previous roles at Fleet Bank / Bank of America, Mellon Bank / Dreyfus, Butcher & Singer and Merrill Lynch. Jim Tait holds a 1978 - 1981 BS in Economics @ Bloomsburg University of Pennsylvania. With a robust skill set that includes Banking, Domestic Partner Planning, Saving for Education, Human Resources, Education Funding and more, Jim Tait contributes valuable insights to the industry. Jim Tait has 2 emails on RocketReach.
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