James Winn

Role
Financial Advisor at UBS
Location
Boston, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About James Winn

As a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional I focus on providing…

Experience

  1. Financial Advisor

    UBS

    Jan 2021 — Present

Education

  • Isenberg School of Management, UMass Amherst

    Bachelors of Business Administration, Accounting & Information Systems

    2009 — 2013

  • University of Massachusetts Amherst

    Bachelor of Arts, Economics

    2009 — 2013

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James Winn — Financial Advisor at UBS in Boston, MA, US | Unifers