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Ross James Location
Boston, MA, US
Ross James Work
2018 -now Vice President. Financial Planner. Head of Financial Planning @
2015 -2018 Vice President. Financial Planner @
2013 -2015 Senior Investment Consultant @
2011 -2013 Investment Consultant @
2010 -2011 Congressional Staff @ United States Congress
Ross James Education
Connecticut College
Bachelor of Arts (B.A.) (Government major with a concentration in International Political Economy)
Ross James Skills
Retirement Planning
Investment Management
Employee Benefits
Morningstar
Retirement
Sales
Analysis
Data Analysis
Certified Financial Planner
Equity Research
Ross James Summary
Ross James, based in Boston, MA, US, is currently a Vice President. Financial Planner. Head of Financial Planning at Sentinel Benefits & Financial Group. Ross James brings experience from previous roles at Sentinel Benefits & Financial Group and United States Congress. Ross James holds a Bachelor of Arts (B.A.) in Government major with a concentration in International Political Economy @ Connecticut College. With a robust skill set that includes Retirement Planning, Investment Management, Employee Benefits, Morningstar, Retirement and more. Ross James has 2 emails on RocketReach.
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