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James Cordle
Senior Trader
James handles day-to-day trading, operations, and assists with compliance duties at the firm. A 19-year veteran of the financial industry, he worked with Smith Barney (which later became Morgan Stanley) before joining SteelPeak Wealth.
James enjoys playing ice hockey, tennis and golf. He has been married for over 20 years and has two children.
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Schedule a Meeting with
James
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In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.