James Costello
Financial Professional
- Role
- Wealth Advisor at 76 Wealth Advisory
- Location
- West Kingston, RI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About James Costello
Diligent and organized professional and recent graduate with drive and ability to get the…
Experience
Wealth Advisor
Jan 2023 — Present · Parsippany, NJ, US
Education
University of Scranton
Bachelor of Arts
2006 — 2010
Seton Hall Preparatory School
9-12
2002 — 2006
Skills
- Fixed Income
- Finance
- Bloomberg
- Fixed Annuities
- Financial Services
- Uniform Combined State Law
- Relationship Management
- Financial Analysis
- Disability Insurance
- Wealth Management
- Insurance
- Securities
- Retirement
- Strategic Financial Planning
- Equities
- Asset Allocation
- Mutual Funds
- Retirement Planning
- Investments
- Investment Advisory
- Portfolio Management
- Financial Modeling
- Loans
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