Profil
Mr. James D.
Wright is Vice President Wealth & Management Advisor at Merrill Lynch Private Client Group.
With many years of experience, he specializes in customized financial solutions, retirement planning, corporate stock options, 10(b) 5-1 plans, concentrated stock positions, alternative investments, estate-planning issues and money management.
He also focuses on corporate services including, qualified and non-qualified retirement plans, ESOP's, ESPP's and liability management for both corporations and individuals.
Mr. Wright received his undergraduate degree from the University of Notre Dame.
He holds the CIMA, CFM and CRPC.
Anciens postes connus de James Dissmore Wright
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch Private Client Group
 Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Gestionnaire de Portefeuille-Actions | - |
Formation de James Dissmore Wright
| University of Notre Dame | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Finance |