James Blue Email & Phone Number
Business Development Specialist - Retirement Plans @ Transamerica
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James Blue Location
- Charleston, SC, US
James Blue Work
- Business Development Specialist - Retirement Plans @ (March 2020 - Present)
- Internal wholesaler @ Transamerica retirement (June 2018 - March 2020)
- Internal Wholesaler @ (December 2016 - June 2018)
- Associate Investment Representative @ Iberia Financial Services LLC (April 2016 - November 2016)
- Associate Financial Representative @ (October 2015 - April 2016)
- Wealth Management Investment Operations @ (October 2015 - April 2016)
- Financial Advisor @ (August 2014 - March 2015)
James Blue Education
- Florida State University
Bachelor of Science (B.S.) (International Economics)
2010-2014 - Florida State University
Bachelor of Science (B.S.) (International Relations and Affairs)
2010-2014
James Blue Skills
- Asset Management
- Business Relationship Management
- Client Services
- Collaborative Problem Solving
- Customer Service
- Executive Relationships
- Executive Visibility
- Finance
- Financial Analysis
- Financial Planning
- Financial Services
- Go-to-Market Strategy
- Investment Advisory
- Investments
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Mutual Funds
- Personal Financial Planning
- Portfolio Management
- PowerPoint
- Presentations
- Project Management
- Public Speaking
- Qualified Retirement Plans
- Research
- Risk Management
- Sales Pipeline Management
- Social Media
- Strategic Alliances
- Strategic Planning
- Strategic Thinking
- Team Leadership
- Teamwork
James Blue Summary
- James Blue, based in Charleston, SC, US, is currently a Business Development Specialist - Retirement Plans at Transamerica. James Blue brings experience from previous roles at Transamerica retirement, Jackson, Iberia Financial Services LLC and Northwestern Mutual. James Blue holds a 2010 - 2014 Bachelor of Science (B.S.) in International Economics @ Florida State University. With a robust skill set that includes Asset Management, Business Relationship Management, Client Services, Collaborative Problem Solving, Customer Service and more. James Blue has 2 emails and 2 mobile phone numbers on RocketReach.
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