James Pleat
Wealth Planning Associate @ Ballentine Partners, LLC
- Role
- Wealth Planning Associate at Ballentine Partners, LLC
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About James Pleat
Proven track record of delivering exceptional client service to institutions and high…
Experience
Wealth Planning Associate
May 2024 — Present · Waltham, MA, US
Education
Dartmouth College
Bachelor of Arts (B.A.), Economics
2009 — 2013
The Tuck School of Business at Dartmouth
Business Bridge Program
Skills
- Calculus
- Stata
- Microsoft Office
- Research
- Golf
- High Organizational Skills
- Data Analysis
- Corporate Finance
- Social Media
- Microsoft Excel
- Powerpoint
- Marketing
- Teamwork
- Macroeconomics
- Analysis
- Sports
- Analytical Skills
- Problem Solving
- Leadership
- Statistics
- Microsoft Word
- Environmental Science
- Public Speaking
- Econometrics
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