James Freeman

Financial Advisor | Assistant Vice President

Role
Financial Advisor at Merrill Lynch
Location
Binghamton, NY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

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

  1. Financial Advisor

    Merrill Lynch

    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
  • Facebook
  • Twitter
  • Social Media Marketing
  • Powerpoint
  • Microsoft Excel
  • Writing
  • Leadership
  • Marketing
  • Social Media
  • Social Networking
  • Snapchat
  • Microsoft Powerpoint
  • Management
  • Microsoft Word
  • Salesforce.com
  • Teamwork
  • Instagram
  • Sales Process
  • Customer Service
  • Bartending
  • Public Speaking
  • Time Management

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James Freeman — Financial Advisor at Merrill Lynch in Binghamton, NY, US | Unifers