Ian James Location
- Austin, TX, US
Ian James Work
- 2026 - now Investment Advisor @
- 2024 - 2026 Senior Retirement Plan Consultant @
- 2021 - 2024 Senior Manager, Retirement Services @
- 2016 - 2021 Senior Relationship Manager @
- 2011 - 2016 Financial Advisor @
Ian James Education
- George Mason University
Global Affairs and Economics
2007 - 2011 - St. Andrews School (DE) 2003 - 2007
Ian James Skills
- Customer Relationship Management (CRM)
- Electronic Data Interchange (EDI)
- Strategic Partnerships
- Artificial Intelligence (AI)
- Sales Processes
- Investment Management
- Institutional Investments
- Private Banking
- Equity Trading
- Bond Markets
- Employee Benefits Design
- Thought Leadership
- Strategic Communications
- Go-to-Market Strategy
- Data Analysis
- Presentations
- Channel Partners
- Consultative Selling
- Retirement Planning
- 401(k) Retirement Savings Plans
- Investments
- Mutual Funds
- Series 66
- Series 7
- Public Speaking
- 401K Retirement Savings Plans
- 401 Retirement Savings Plans
Ian James Summary
- Ian James, based in Austin, TX, US, is currently a Investment Advisor at SWBC. Ian James brings experience from previous roles at ForUsAll, ADP and Merrill Lynch. Ian James holds a 2007 - 2011 Global Affairs and Economics @ George Mason University. With a robust skill set that includes Customer Relationship Management (CRM), Electronic Data Interchange (EDI), Strategic Partnerships, Artificial Intelligence (AI), Sales Processes and more. Ian James has 1 emails and 1 mobile phone numbers on RocketReach.
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Top SWBC Employees
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Charlie Amato
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Angelica Palm
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