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James Eddy


Director of Wealth Planning at Pacific Southwest Financial, A Capitas Financial Partner
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James Eddy's Contact Information

Email (work) ********** capitasfinancial.com
LinkedIn URL linkedin.com/in/jacen 5713sor
Tel. (Company) +1 630-725-XXXX
Company Pacific Southwest Financial, A Capitas Financial Partner
Residence United States, Arizona, Phoenix
Last updated 2024-05-20
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Directors provide strategic vision, leadership, planning and direction with regards to the organization's operations.
Other job titles include Chief Executive Officer (CEO) and President.
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James Eddy's current details

Current Title
Director of Wealth Planning
Type of Role
Director
 just 3% from United States work as a Director
Job functions
Entrepreneurship
Job Seniority
Higher Management
  8% from United States are employed in Higher Management
Current Industry
Financial Serviccen soredcen sor edcensored censoredc
Location
United States, Arizona, Phoenix
Experience (tracked since 2018)
▪ ce nsore experience at Pacific Southwest Financial, A Capitas Financial Partner
▪ c ensore experience as Director of Wealth Planning
Work-life tracked since 2018
James Eddy had a total of X different roles since 2018


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Company "Pacific Southwest Financial, A Capitas Financial Partner"

Company size
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Year Founded
2001
Website
http://www.capitasfinancial.com
Linkedin Profile
https://linkedin.com/company/capcen inancsor
Industrial Field
Financial Services, Banking, and Investment Solutions
Headquarter
United States, Illinois, Downers Grove

James Eddy's Work History
data available since 2018

  • 2023 (6 months)
    Pacific Southwest Financial
    United States
    Sales Vice President
    Financial Services, Banking, and Investment Solutions
    Pacific Southwest Financial
    https://linkedin.com/company/capitas-financial
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James Eddy's Professional Experience


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James Eddy's Education

  • 20XX - 20XX - UCLA Excensore
    Cercensored
    https://linkedin.com/company/uccen enssor
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Frequently asked questions

What company does James Eddy work for?
James Eddy is working for Pacific Southwest Financial, A Capitas Financial Partner
What is James Eddy's title at Pacific Southwest Financial, A Capitas Financial Partner?
James's title is , Director of Wealth Planning
What is James Eddy's Seniority at Pacific Southwest Financial, A Capitas Financial Partner?
James Eddy has been with Pacific Southwest Financial, A Capitas Financial Partner for 3+ years and is in Higher Management
For how long is James Eddy working as a Director of Wealth Planning?
James Eddy has 6 months experience as Director of Wealth Planning.
What are James Eddy's functions as a Director of Wealth Planning ?
James Eddy is responsible for Entrepreneurshcen soredcenso
What is James Eddy's company phone number?
James Eddy's company phone number is +1 630-725-****
What is James Eddy's email contact?
James Eddy's email address is **********@capitasfinancial.com
Who are similar contacts like James Eddy ?
Some similar contacts are Karl Heideman, Baroness B.h.s.i., Ken Rae, Jim Fahnestock, Christopher White and Brandon Robinson.

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