James Devanna

Manager, Finance & Reporting at Circle Wealth Management - Summit, NJ, US

James Devanna's Colleagues at Circle Wealth Management
Lindsay Cherashore

Vice President

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Sarah Roytman

Executive Assistant

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Paula Goldberg

Office Manager, Client Services

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John Chrin

partner

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William Smith

Financial/Operations Analyst

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Annika Ellenbogen

Financial Analyst

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Daniel Flath

Managing Director

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James Devanna's Contact Details
Email (Verified)
***@circlewm.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
908 206-1306
Location
New York,New York,United States
Company
Circle Wealth Management
James Devanna's Company Details
Circle Wealth Management logo, Circle Wealth Management contact details

Circle Wealth Management

Summit, NJ, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

At Circle Wealth Management, we seek to empower our clients to achieve their financial goals through a collaborative process that emphasizes and respects their values and priorities.

Wealth Advisory Investment Management Investment Bank/Securities Brokerage Management Investment Open-ended
Details about Circle Wealth Management
Frequently Asked Questions about James Devanna
James Devanna currently works for Circle Wealth Management, LLC.
James Devanna's role at Circle Wealth Management, LLC is Manager, Finance & Reporting.
James Devanna's email address is ***@circlewm.com. To view James Devanna's full email address, please signup to ConnectPlex.
James Devanna works in the Investment Management industry.
James Devanna's colleagues at Circle Wealth Management are Lindsay Cherashore, Sarah Roytman, Paula Goldberg, John Chrin, William Smith, Annika Ellenbogen, Daniel Flath and others.
James Devanna's phone number is 908 206-1306
See more information about James Devanna