James Wilson

James Wilson Email and Phone Number

Helping build exceptional wealth management experiences. @ North Berkeley Wealth Management
1995 El Dorado Ave, Berkeley,California 94707,United States
James Wilson's Location
Berkeley, California, United States, United States
James Wilson's Contact Details

James Wilson personal email

n/a

James Wilson phone numbers

About James Wilson

Financial issues are present throughout our daily lives and impact how we approach our short-term needs and long-term goals. Many of us were never taught how investments work and how to properly manage our financial lives or about our financial decisions' impact on our personal well-being and that of our communities.In my role as a brand, marketing, and user experience specialist for North Berkeley Wealth Management, I bring awareness to the benefits of financial planning and investment management to existing and prospective clients. I engage clients, professionals, and our community through social media, events, graphic and web design, and marketing to educate people about our professional expertise and our involvement with our community.I’m deeply interested in the stories of the people we interact with on a daily basis and our company’s role as a community leader and resource. I believe that stronger networks and deeper connections will be made by listening to and understanding the stories of our clients and community partners in relation to their financial needs and goals.

James Wilson's Current Company Details
North Berkeley Wealth Management

North Berkeley Wealth Management

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Helping build exceptional wealth management experiences.
1995 El Dorado Ave, Berkeley,California 94707,United States
Website:
northberkeleywealth.com
Employees:
14
James Wilson Work Experience Details
  • North Berkeley Wealth Management
    Director, Client Experience
    North Berkeley Wealth Management Mar 2015 - Present
    Berkeley, Ca
    North Berkeley Investment Partners provides comprehensive financial planning and investment management. Our mission is to help our clients feel comfortable and confident with the financial decisions that they make in connection with their life goals.
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  • Cuttriss & Hambleton
    Web Manager
    Cuttriss & Hambleton Jan 2008 - Mar 2015
    Berkeley, California
  • James Wilson Design
    Principal
    James Wilson Design Jul 2002 - Dec 2011
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  • Cityscape Graphics
    Designer
    Cityscape Graphics 2002 - 2005
  • The Commonwealth Club Of California
    Book Awards Manager
    The Commonwealth Club Of California Apr 1997 - Aug 2001
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James Wilson Skills

New Business Development Marketing Strategy Marketing Event Planning Brand Management Social Media Marketing Community Engagement Graphic Design Web Design Print Production Advertising Html

James Wilson Education Details

Frequently Asked Questions about James Wilson

What company does James Wilson work for?

James Wilson works for North Berkeley Wealth Management

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

James Wilson's current role is Helping build exceptional wealth management experiences..

What is James Wilson's email address?

James Wilson's email address is ja****@****ent.com

What is James Wilson's direct phone number?

James Wilson's direct phone number is +151052*****

What schools did James Wilson attend?

James Wilson attended Goldsmiths, University Of London, University Of Bristol, San Diego State University.

What are some of James Wilson's interests?

James Wilson has interest in Website Design, Writing, Body Surfing, Community Development And Outreach, Art, Photography, Hiking, Architecture, Graphic Design, Website Design And Architecture.

What skills is James Wilson known for?

James Wilson has skills like New Business Development, Marketing Strategy, Marketing Event Planning, Brand Management, Social Media Marketing, Community Engagement, Graphic Design, Web Design, Print Production, Advertising, Html.

Who are James Wilson's colleagues?

James Wilson's colleagues are Brian Kozel, Cfp®, Jena Regan, Cfp®, Daniel Smyth, Cfp®, Cpwa®, Sam Wood-Bednarz, Cfp®, Katherine Campbell King, Cfp® (She/her), Dan Nakahara, Jim Sertich.

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