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About James
James is a native New Yorker who has been a full-time Sonoma county resident for the past 10 years. James has 25 years of experience with prominent financial firms such as UBS, Citigroup and Morgan Stanley in the private banking and wealth management space. Most recently, he was Managing Director of Private Banking at a boutique Multi-Family Office covering Northern and Southern California.
James is honest, trustworthy, has exc...