Email (work)*****wealthmanagement1.com LinkedIn URLlinkedin.com/in/jamecenp®-chfc-sor CompanyWealth Management Residence
United States, Minnesota, Minneapolis Last updated2021-07-11 Remove my information
LocationUnited States , Pennsylvania, Plymouth Meeting Websitehttp://www.wealthmanagement1.com Company Sizecensoredcens Employees1069 profiles available Last Updated2019-11-13
Fee-only financial planning and censoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcens
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. Gain insight from our directors, who can provide effective guidance to help reach organizational goals.
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James Cfp®'s current details
Current Title Principal
Type of Role Director
just 3% from United States work as a Director
Job functions Operations
Job Seniority Higher Management
8% from United States are employed in Higher Management
Current Industry Financial Serviccensoredcensoredcensoredcensoredc
Location United States, Minnesota, Minneapolis
Experience (tracked since 2019) ▪ censore experience at Wealth Management ▪ censore experience as Principal
James W. Bryan Cfp®'s Work History
data available since 2019
2021
(6 months) Wealth Management United States Principal Financial Services, Banking, and Investment Solutions Wealth Management https://linkedin.com/company/wealth-management
What company does James Cfp® work for? James Cfp® is working for Wealth Management
What is James Cfp®'s title at Wealth Management? James's title is , Principal
What is James Cfp®'s Seniority at Wealth Management? James Cfp® has been with Wealth Management for 6 months and is in Higher Management
For how long is James Cfp® working as a Principal? James Cfp® has 3+ years experience as Principal.
What are James Cfp®'s functions as a Principal ? James Cfp® is responsible for Operacenso
What is James Cfp®'s email contact? James Cfp®'s email address is *****@wealthmanagement1.com
Who are similar contacts like James Cfp® ? Some similar contacts are Amanda Blasdel, Kyle Brandt, George Nikolaidis, Ed Peterson, Mark Matzek and Mark Kotten.
What is James Cfp®'s LinkedIn profile ? James Cfp®'s LinkedIn profile can be found at https://linkedin.com/in/jame***fp®-chfc-***
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