Jim Littleton

Director of Client Relations

Name variants:
James Littleton
Last updated May 25, 2024

Contact Information

Last Update
Jul 7, 2022
Email
ji**@gmail.com
Location
Glastonbury, CT

Workplace

The Patriot Financial Group
Financial Planner

Westborough, MA

Industry

Financial Services, Business Services, Management Consulting Services

Work History

Financial Planner

182 Turnpike Rd SUITE 200, Westborough, MA 01581
2005 — 2008

Director of Client Relations

300 5Th Ave, Waltham, MA 02451
from 2008

Occupations

Executive
Chief Networking Officer
Financial Broker
Financial Planner
Customer Relations
Financial Management Analyst
Financial Services Sales Agent

Skills

Retirement Planning
Estate Planning
Tax
Wealth Management
Investments
Financial Planning
Accounting
Mutual Funds
401K Rollovers
401 Retirement Savings Plans
Employee Benefits Design
Business Owner Planning
Business Succession Planning
Sep and Simple Plans
Risk Management
Long Term Care Insurance
College Funding Strategies

FAQs about Jim Littleton

What's the profession of Jim Littleton?

This professional's job is Director of Client Relations

What jobs is Jim Littleton a professional at?

The expert is proficient at Executive and Chief Networking Officer jobs.

Where is Jim Littleton currently located?

Jim Littleton is currently located in Glastonbury, Connecticut.

Does the professional have the email address?

ji**@gmail.com is The professional's email address.

Where did Jim Littleton work?

This person worked at The Patriot Financial Group, Integrated Financial Partners.

Where has Jim Littleton studied?

Jim studied at the University of Massachusetts Amherst from 1969 to 1971.

Are there any industries, that Jim Littleton works in?

This person works in Accounting industry.

What are professional skills of Jim Littleton?

This professional has the following skills: Retirement Planning, Estate Planning, Tax, Wealth Management, Investments, Financial Planning, Accounting, Mutual Funds, and 401K Rollovers.
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