Senior Regional Sales Associate
James began his career in the financial services industry in 2018. He uses his background in customer service to support the team in helping clients fulfill their life time goals. James graduated from Bryant University with a Bachelor of Science majoring in Finance with minors in Economics and Communication. During his time at Bryant University he was a member of the Men’s Lacrosse team. James holds the FINRA Series 65 license.
375 Woodcliff Drive
Fairport, New York 14450
122 East 42nd Street
New York, New York 10168