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James Sorey CEPA, MBA - Email & Phone Number

Regional Director at Goss Advisors

James Sorey CEPA, MBA is based out of New Orleans, Louisiana, United States and works at Goss Advisors as Regional Director.

James Sorey CEPA, MBA's Contact Information

Latest update
May 4, 2024
Location
New Orleans, Louisiana, United States

James Sorey CEPA, MBA's Work History

Regional Director
NewEdge Advisors
Oct 2021 - Present
Regional Director
Avantax
Nov 2019 - Oct 2021
Managing Partner
Bridgemark Executive Search
Mar 2017 - Nov 2019

James Sorey CEPA, MBA's Education

Exit Planning Institute
Certified Exit Planning Advisor (CEPA)

James Sorey CEPA, MBA's Skills

Presentations
Negotiation
Client-focused
Series 65
Financial Analysis
Sales Processes

James's current employer

Goss Advisors logo

Goss Advisors

Description
HQ Location
New Orleans, LA, United States
Number of employees
51-200
Industry
Financial Services
Latest update
April 30, 2024

Frequent questions about James Sorey CEPA, MBA

What company is James Sorey CEPA, MBA working for?
James Sorey CEPA, MBA works for Goss Advisors.
What is James Sorey CEPA, MBA's function at Goss Advisors?
James Sorey CEPA, MBA is Regional Director at Goss Advisors.
Where is James Sorey CEPA, MBA based?
James Sorey CEPA, MBA is based out of New Orleans, Louisiana, United States.
Who are James Sorey CEPA, MBA's co-workers?
James Sorey CEPA, MBA's colleagues are Alex Goss, Steve Pirigyi, Jeff Cutler, Neil Turner, Jenny Kurz, Erin Corbett, Paul Polese, David Symecko, Ryan Geschke, Lauren Lehman, Ashley Larsen, Jeffrey Hammack, Brent Nicks, John Wight, Olivia Kunhart, PMP, Claire Jauken, Michael Jones, Krista Riley, Chad Nichter, Rachel Palmer.
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James's co-workers

Alex Goss avatar
Alex Goss
CEO
Steve Pirigyi avatar
Steve Pirigyi
President
Jeff Cutler avatar
Jeff Cutler
President
Neil Turner avatar
Neil Turner
Co-CEO and Founder
Jenny Kurz avatar
Jenny Kurz
Director of Advisor Marketing and Communications
Erin Corbett avatar
Erin Corbett
Director of Finance & Human Capital
Paul Polese avatar
Paul Polese
Director, Advisor Advocate
David Symecko avatar
David Symecko
Managing Director | Business Development
Ryan Geschke avatar
Ryan Geschke
Director of Investments
Lauren Lehman avatar
Lauren Lehman
Head of Portfolio Management
Ashley Larsen avatar
Ashley Larsen
Marketing Manager
Jeffrey Hammack avatar
Jeffrey Hammack
M&A and Financial Reporting Manager
Brent Nicks avatar
Brent Nicks
Chief Compliance Officer
John Wight avatar
John Wight
Manager Advisor Advocacy and Business Development
Olivia Kunhart, PMP avatar
Olivia Kunhart, PMP
Senior Manager - Financial Operations
Claire Jauken avatar
Claire Jauken
Orion Data Specialist
Michael Jones avatar
Michael Jones
Compliance Officer
Krista Riley avatar
Krista Riley
HR Manager & Operations Specialist
Chad Nichter avatar
Chad Nichter
Manager of Transitions
Rachel Palmer avatar
Rachel Palmer
Operations Associate
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