James E. McHugh
.
- Role
- Wealth Management Advisor at Fifth Third Private Bank
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Management Advisor
Jun 2023 — Present · Cincinnati, OH, US
Education
Dartmouth College
B.A.
1997 — 2001
University of Cincinnati
Master's degree, Tax Law/Taxation
University of Cincinnati
Master’s Degree, Taxation, 3.9 GPA
2015 — 2017
Skills
- Disability Insurance
- Health Insurance
- Retirement Planning
- Retirement
- Strategic Financial Planning
- Business Development
- Wealth Management
- Series 63
- Investments
- Risk Management
- Financial Analysis
- Wealth Management Services
- Financial Advisory
- Financial Services
- Life Insurance
- Finance
- Leadership
- Management
- Insurance
- Portfolio Management
- Series 7
- Credit
- Investment Advisory
- Asset Management
- Estate Planning
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