James Ferris

Wealth Manager @The Ferris Financial Group

Bristol, CT, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2023 — Present

Wealth Manager @The Ferris Financial Group

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US

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘See Contact Info’ section above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Website:

EDUCATION

N/A

Questrom School of Business, Boston University

Master of Business Administration - MBA

N/A

University of Massachusetts at Amherst - Isenberg School of Management

Bachelor of Business Administration (BBA)

SKILLS

Data AnalysisSocial Media MarketingMicrosoft ExcelPowerpointPhotoshopChannel PartnersMicrosoft OfficeSalesOracle CrmCharismatic LeadershipLeadershipCustomer Relationship Management (Crm)Public SpeakingSoftware as a Service (Saas)Business DevelopmentRightnowManagementSaasOracle ApplicationsCustomer ServiceMarketingEloquaCloud ApplicationsSocial MediaResearchCloud ComputingAccount ManagementCrm

ABOUT JAMES FERRIS

Wealth Manager

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James Ferris — Wealth Manager at The Ferris Financial Group in Bristol, CT, US | Unifers