James Perriello
Analyst-Equity bij Wealthstream Advisors, Inc.
Profiel
Mr. James Perriello is a Senior Analyst at Wealthstream Advisors, Inc. In his role, he is responsible for speaking with clients and creating personalized financial plans that address their primary needs and obstacles.
He is also a member of the investment, marketing, and financial planning committees at Wealthstream Advisors.
He is a graduate of Virginia Tech, where he majored in finance with a concentration in financial planning from the board-registered CFP certification education program.
Actieve functies van James Perriello
| Bedrijven | Functie | Begin |
|---|---|---|
Wealthstream Advisors, Inc.
 Wealthstream Advisors, Inc. Investment ManagersFinance Wealthstream Advisors, Inc. (Wealthstream) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Michael E. Goodman in 2004. Wealthstream provides personalized financial planning and independent investment advice to individuals and high net worth clients. | Analyst-Equity | 01-07-2019 |
Opleiding van James Perriello
| Virginia Polytechnic Institute & State University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Wealthstream Advisors, Inc.
Wealthstream Advisors, Inc. Investment ManagersFinance Wealthstream Advisors, Inc. (Wealthstream) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Michael E. Goodman in 2004. Wealthstream provides personalized financial planning and independent investment advice to individuals and high net worth clients. | Finance |
