James Valmonte
CAPTRUST
Pasadena, CA, US
EMAILS
j••••••••@captrust.com
MOBILE NUMBERS
+19•••••••03
Signup · Get unlimited contacts
WORK HISTORY
Present
@CAPTRUST
View department →
SKILLS
Portfolio ManagementFiduciaryWealth ManagementInvestment AdvisoryIndependent Financial AdviceNon-Qualified Deferred CompensationAsset AllocationRetirementSecuritiesPensionsInvestment Strategies401kRiaInvestments
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.