If you need more lookups,
subscriptions start at $34 USD/month.
Ross James Location
Boston, MA, US
Ross James Work
Vice President. Financial Planner. Head of Financial Planning @ (June 2018 - Present)
Vice President. Financial Planner @ (June 2015 - June 2018)
Senior Investment Consultant @ (June 2013 - June 2015)
Investment Consultant @ (June 2011 - June 2013)
Congressional Staff @ United States Congress (January 2010 - January 2011)
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 and 1 mobile phone numbers on RocketReach.
Looking for a different Ross James?
Find contact details for 700 million professionals.