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@clsecurities.com
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2 phones found area 434 and 212
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Gerald Dewitt is listed as Registered Representative at James River Investment Strategies LLC and Cabot Lodge Securities at James River Investment Strategies LLC & Cabot Lodge Securities, a company with 37 employees, based in Lynchburg, Virginia, United States. AeroLeads shows a work email signal at clsecurities.com, phone signal with area code 434, 212, and a matched LinkedIn profile for Gerald Dewitt.
Gerald Dewitt previously worked as Registered Representative/Owner at James River Investment Strategies Llc & Cabot Lodge Securities and Registered Representative at Allied Beacon Partners, Inc. Gerald Dewitt holds Bachelor Of Science (Bs), Marketing/Marketing Management, General from Virginia Polytechnic Institute And State University.
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AeroLeads found 1 current-domain work email signal for Gerald Dewitt. Compare company email patterns before reaching out.
I work directly with my clients by offering a full range of financial services. Helping my clients build, manage and preserve their financial future is my top priority.
Listed skills include Securities, Investment Strategies, Fixed Annuities, Life Insurance, and 44 others.
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Lynchburg, Virginia Area
James River Investment Strategies LLC (and Cabot Lodge Securities LLC) is a locally owned and operated investment business. We offer a full range of financial services and specialize in understanding your financial needs by analyzing your situation and tailoring strategies designed to meet your financial goals. We offer an array of financial services.
Richmond, Virginia Area
James River Investment Strategies LLC's Gerald C. DeWitt worked with broker/dealer Allied Beacon Partners, Inc. as a registered representative until the company ceased securities operations and transitioned to new broker/dealer Cabot Lodge Securities LLC. During this time, financial services such as stocks, bonds, annuities, etc were provided.
Lynchburg, Virginia Area
Vice President of Bank of the James Investment Group.Worked directly with bank and non bank clients to help them meet their financial goals by offering an array of financial products such as stocks, bonds, mutual funds, fixed & variable annuities, etc. Accepted referrals from Bank Branch employees and pursued investment sales opportunities. Coached and.
Bedford, Virginia
Provided financial consulting to existing customers and assessed their long-term financial goals. Prospected for new customers to help the bank's book of business grow. Strengthened and developed new business with existing customers. Cross sold the bank's diverse product line and services face to face and also over the phone. This included everything from.
Roanoke, Virginia Area
Provided administrative and sales support for financial advisors. Sold investments both over the phone and face-to-face. Placed trades for clients and financial advisors, ensuring they were accurate and completed in a timely fashion. Provided investment advice and system support to branch personnel.
Richmond, Virginia Area
Assisted financial advisors with questions regarding fee-based accounts and related products. Ensured timely payment to financial advisors by debiting client accounts.
Other employees you can reach at clsecurities.com. View company contacts for 37 employees →
Albert Akerman
Colleague at James River Investment Strategies Llc & Cabot Lodge Securities
Rockville Centre, New York, United States, United States
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VA
Vernon Albright
Colleague at James River Investment Strategies Llc & Cabot Lodge Securities
Esbon, Kansas, United States, United States
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AM
Allan Mcdonell
Colleague at James River Investment Strategies Llc & Cabot Lodge Securities
Greater Chicago Area, United States
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PK
Paul Knier
Colleague at James River Investment Strategies Llc & Cabot Lodge Securities
Big Lake, Minnesota, United States, United States
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SH
Shurnette Henry
Colleague at James River Investment Strategies Llc & Cabot Lodge Securities
Brooklyn, New York, United States, United States
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AM
Allan Mcdonell
Colleague at James River Investment Strategies Llc & Cabot Lodge Securities
Mundelein, Illinois, United States, United States
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BV
Bill Vellon
Colleague at James River Investment Strategies Llc & Cabot Lodge Securities
Wilmette, Illinois, United States, United States
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SM
Stephen Meskan
Colleague at James River Investment Strategies Llc & Cabot Lodge Securities
Greater Chicago Area, United States
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BO
Brent Ogilvie
Colleague at James River Investment Strategies Llc & Cabot Lodge Securities
Winter Park, Florida, United States, United States
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JT
Joe Tackitt
Colleague at James River Investment Strategies Llc & Cabot Lodge Securities
Mckinney, Texas, United States, United States
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Quick answers generated from the profile data available on this page.
Gerald Dewitt works for James River Investment Strategies LLC & Cabot Lodge Securities.
Gerald Dewitt is listed as Registered Representative at James River Investment Strategies LLC and Cabot Lodge Securities at James River Investment Strategies LLC & Cabot Lodge Securities.
AeroLeads has found 1 work email signal at @clsecurities.com for Gerald Dewitt at James River Investment Strategies LLC & Cabot Lodge Securities.
AeroLeads has found 2 phone signal(s) with area code 434, 212 for Gerald Dewitt at James River Investment Strategies LLC & Cabot Lodge Securities.
Gerald Dewitt is based in Lynchburg, Virginia, United States while working with James River Investment Strategies LLC & Cabot Lodge Securities.
Gerald Dewitt has worked for James River Investment Strategies Llc & Cabot Lodge Securities, Allied Beacon Partners, Inc, Botj Investment Group/Bank Of The James, First Union/Wachovia Bank, and First Union National Bank - Brokerage Services.
Gerald Dewitt's colleagues at James River Investment Strategies LLC & Cabot Lodge Securities include Albert Akerman, Vernon Albright, Allan Mcdonell, Paul Knier, and Shurnette Henry.
You can use AeroLeads to view verified contact signals for Gerald Dewitt at James River Investment Strategies LLC & Cabot Lodge Securities, including work email, phone, and LinkedIn data when available.
Gerald Dewitt holds Bachelor Of Science (Bs), Marketing/Marketing Management, General from Virginia Polytechnic Institute And State University.
Gerald Dewitt is listed with skills including Securities, Investment Strategies, Fixed Annuities, Life Insurance, Investments, Variable Annuities, Finance, and Bonds.
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