James Lister Email and Phone Number
Wealth Advisor
at
Shepherd Financial Partners
James Lister's email is lista497@comcast.net
and
James Lister's phone number is +1781-932-4855
.
James Lister Contact Details
Email
lista497@comcast.net
Email
jlister@pinnacleprivatewealth.com
Email
james.lister@shepherdfinancialpartners.com
Phone
+1781-932-4855
James Lister Company Details
Location
Winchester, Massachusetts, United States
Industry
Financial Services
James Lister's Current Company
Shepherd Financial Partners
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Industry | Financial Services |
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Location | Winchester, Massachusetts, United States |
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Industry | Financial Services |
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Location | Winchester, Massachusetts, United States |
James Lister's Experience and Education
Work Experience
Senior Financial Services Representative
2007-06 to 2011-01
New York, New York, United States
Wealth Advisor
2016-04 to Unknown
Winchester, Massachusetts, United States
Education
Arlington Catholic High School
2000 to 2004
Bachelor Of Science in Finance
2004 to 2008
North Andover, Massachusetts, United States
Frequently Asked Questions about James Lister
What company does James Lister work for?
James Lister works for Shepherd Financial Partners
What is James Lister's role in his workplace?
James Lister's role in his workplace is
Wealth Advisor .
Which industry does James Lister work in currently?
James Lister works in the industry
Financial Services.
What is James Lister's email address?
James Lister's email address is lista497@comcast.net
What is James Lister's direct phone number?
James Lister's direct phone number is +1781-932-4855
What schools did James Lister attended?
James Lister attended
Arlington Catholic High School,
and
Merrimack College.
What are some of James Lister's interests?
James Lister has interests in
Education.
What are some of James Lister's skills?
James Lister has skills like
Retirement Planning,
Strategic Financial Planning,
Financial Services,
Securities,
Financial Planners,
Wealth Management,
Wealth,
Estate Planning,
Financial Advisory,
Portfolio Management,
Finance,
Wealth Management Services,
Tax,
Finra,
Personal Finance,
Life Insurance,
Mutual Funds,
Financial Planning,
Management,
Series 7,
and
Investments.
Who are James Lister's colleagues?
James Lister's colleagues are
Jenny Brown,
Ann Vaeth,
Jillian Donovan,
John Deeran,
Maria Stokes,
Particia Manko,
and
Robert Paone.
Who are James Lister's peers at other companies?
James Lister's peers at other companies are
Ryan Napier,
Cameron Hubbard,
Todd Schroeder,
Pranee Niwatmongkolchai,
Katie White,
Dirk Van Antwerpen,
and
Shane Teoh.
Related Employees
Wealth Advisor
at
cameronhubbard@exemplarfn.com
+1815-5********
+1 phones
