James Azeltine

James Azeltine Work

Executive Director-Investments

@ Oppenheimer & Co. Inc.

Senior Director-Investments

@ Oppenheimer & Co. Inc.

Senior Vice President

@ Wells Fargo Advisors

James Azeltine Education

1982 - 1986 Bachelor in Public Administration, Communication Arts

Washburn University

James Azeltine Skills

InvestmentsWealth Management ServicesInsuranceAsset AllocationWealth Preservation StrategiesTax-Efficent StrategiesRisk Management StrategiesRetirement Plan ConsultingRelationship ManagementMultigenerational Wealth Transfer StrategiesInvestment StrategiesRetirement-Plan ConsultingTax-Efficient StrategiesWealth-Preservation StrategiesWealth ManagementRetirement PlanPublic SpeakingFinancial ReportingTax Efficent StrategiesRisk ManagementFinancial AnalysisTax Efficient StrategiesMultigenerationalWealth PreservationProcess Improvement

James Azeltine Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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James Azeltine currently works at Oppenheimer & Co. Inc. as James Azeltine - Executive Director-Investments at Oppenheimer & Co. Inc..

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James Azeltine is based in KA.

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