James Valmonte
- Role
- CAPTRUST
- Location
- Pasadena, CA, US
- LinkedIn followers
- 500 followers
Experience
Present
Skills
- Portfolio Management
- Fiduciary
- Wealth Management
- Investment Advisory
- Independent Financial Advice
- Non-Qualified Deferred Compensation
- Asset Allocation
- Retirement
- Securities
- Pensions
- Investment Strategies
- 401k
- Ria
- Investments
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