James Falvey is a finance professional with extensive experience in client management and investment advisory roles. Beginning a career as a Financial Representative at John Hancock Financial Network - Independence Financial Partners, James progressed through various positions, including roles at Brighton House Associates as a Research Analyst and at Santander Bank as a Premier Client Manager. James further developed expertise at Fidelity Investments as a Client Management Representative and Investment Management Consultant II before transitioning to Northwestern Mutual as an Associate Wealth Management Advisor/Investment Operations. Currently serving as a Premier Advisor at Citizens Bank since November 2018, James holds a Bachelor of Science in Finance from the University of Rhode Island, obtained in 2008.
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