We found the following information about James Curry at Greenleaf Trust, where James has worked as a Vice President, Assistant Director of Wealth Management since 2019. James's total work experience is over 17 years, during which time this person had at least five jobs at different places to develop professional skills. James studied at the Albion College from 1995 to 1999. James Curry currently lives in Kalamazoo, Michigan. You can contact with James by looking for phone or email or find full info by requesting access to the professional's additional details.
Name variants:
Jaymes Curry,
Jaimes Curry,
Jim Curry,
Jimmy Curry,
Jimmie Curry,
Jamie Curry,
Jem Curry
Contact Information
Last Update
Jun 22, 2022
Email
jc**@greenleaftrust.com, ja**@email.com
Location
Kalamazoo, MI
Company
Workplace
Vice President, Assistant Director of Wealth Management
Kalamazoo, MI
Industry
Financial Services, Trust Management
Colleagues
Work History
Vice President, Assistant Director of Wealth Management
211 south Rose St, Kalamazoo, MI 49007
from Jan 2019
Vice President, Senior Wealth Management Advisor
211 south Rose St, Kalamazoo, MI 49007
At Greenleaf Trust, building and sustaining your wealth is not a sideline—it is our sole purpose. We are exclusively dedicated to providing a superior level of personalized service to high n...
Jan 1, 2014 — Dec 2018
Senior Wealth Management Advisor
211 south Rose St, Kalamazoo, MI 49007
Jan 2012 — Dec 2013
Wealth Management Advisor
211 south Rose St, Kalamazoo, MI 49007
Responsible for developing and executing wealth management plans for clients and managing investment portfolios in a team-based environment.
Jun 2009 — Jan 2012
Senior Financial Planner and Senior Portfolio Construction Analyst
27400 Northwestern Hwy, Southfield, MI 48034
Jan 2000 — Apr 2009
Education
1995 — 1999
Occupations
Executive
Vice President
Deputy Director
Advisor
Chief Executive
Deputy Manager
Skills
Wealth Management
Financial Planning
Strategic Financial Planning
FAQs about James Curry
What is the profession of James Curry?
This professional's job is Vice President, Assistant
What are the main profession of James Curry?
These person's professions are Executive and Vice President
Where does James Curry live?
Kalamazoo, Michigan is the place where James Curry lives
Does the professional have the email address?
jc**@greenleaftrust.com and ja**@email.com is The professional's email address.
How many companies did James Curry work at?
James Curry worked at five jobs.
Where has James Curry studied?
James studied at the Albion College from 1995 to 1999.
What is professional industry that James Curry is connected to?
This person works in Investment Management industry.
What are professional skills of James Curry?
This professional has skills in the following areas: Wealth Management, Financial Planning, and Strategic Financial Planning.