James Freeman
Financial Advisor | Assistant Vice President
- Role
- Financial Advisor at Merrill Lynch
- Location
- Binghamton, NY, US
- LinkedIn followers
- 500 followers
About James Freeman
I\'m a native of Binghamton and while I was in Boston getting my MBA, I also worked with Standard & Poor\'s. As a financial advisor, I enjoy helping people craft a game plan to achieve their financial goals. It\'s also gratifying to see them achieve their goals. When not working with clients I enjoy mixed martial arts and spending time with friends.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Experience
Financial Advisor
Oct 2020 — Present
Education
Lasell University
Master's Degree
2019 — 2020
University at Buffalo
Bachelor's Degree
2014 — 2016
Skills
- Event Planning
- Microsoft Office
- Sales
- Social Media Marketing
- Powerpoint
- Microsoft Excel
- Writing
- Leadership
- Marketing
- Social Media
- Social Networking
- Snapchat
- Microsoft Powerpoint
- Management
- Microsoft Word
- Salesforce.com
- Teamwork
- Sales Process
- Customer Service
- Bartending
- Public Speaking
- Time Management
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