James Phelps

James Phelps Email and Phone Number

Portfolio Analyst at Wealth Enhancement Group @ Wealth Enhancement Group
Saint Petersburg, FL, US
James Phelps's Location
St Petersburg, Florida, United States, United States
James Phelps's Contact Details

James Phelps personal email

About James Phelps

For the past two years, I have served as a Portfolio Analyst for Wealth Enhancement Group. Currently residing in St Petersburg, FL, I am a 2021 graduate of Florida State University. Graduating Magna Cum Laude, I earned a BS, Finance and a minor in Economics.

James Phelps's Current Company Details
Wealth Enhancement Group

Wealth Enhancement Group

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Portfolio Analyst at Wealth Enhancement Group
Saint Petersburg, FL, US
James Phelps Work Experience Details
  • Wealth Enhancement Group
    Wealth Enhancement Group
    Saint Petersburg, Fl, Us
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  • Wealth Enhancement Group
    Portfolio Analyst
    Wealth Enhancement Group Jun 2023 - Present
    Plymouth, Minnesota, Us
    Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Wealth Enhancement Group is a registered trademark of Wealth Enhancemenr Group, LLC.
    View
  • Moran Wealth Management®
    Client Associate
    Moran Wealth Management® Jun 2021 - Jun 2023
    Naples , Fl, Us
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  • The Prescient Consulting Group
    Private Equity Analyst Intern
    The Prescient Consulting Group May 2020 - Aug 2020
    Tallahassee, Fl, Us
    View
  • Qci Asset Management
    Equity Analyst Intern
    Qci Asset Management Jun 2019 - Jul 2019
  • Aaa Northway
    Analyst Intern
    Aaa Northway Jun 2018 - Aug 2018
    Schenectady, New York, Us
    View

James Phelps Skills

Microsoft Word Team Building Data Analysis Investments Microsoft Excel Research Data Analytics Public Speaking Accounting Interpersonal Communication Finance Team Leadership Financial Analysis Financial Planning Investment Management

James Phelps Education Details

  • Florida State University - College Of Business
    Florida State University - College Of Business
    Finance

Frequently Asked Questions about James Phelps

What company does James Phelps work for?

James Phelps works for Wealth Enhancement Group

What is James Phelps's role at the current company?

James Phelps's current role is Portfolio Analyst at Wealth Enhancement Group.

What is James Phelps's email address?

James Phelps's email address is an****@****ail.com

What schools did James Phelps attend?

James Phelps attended Florida State University - College Of Business.

What skills is James Phelps known for?

James Phelps has skills like Microsoft Word, Team Building, Data Analysis, Investments, Microsoft Excel, Research, Data Analytics, Public Speaking, Accounting, Interpersonal Communication, Finance, Team Leadership.

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