James Foote Email & Phone Number
Vice President-Head of Corporate Retirement Plans @ C&N
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James Foote Location
- Philadelphia, PA, US
James Foote Work
- 2023 -now Vice President-Head of Corporate Retirement Plans @
- 2022 -2023 Corporate Retirement Plan Advisor @
- 2021 -2022 Vice President Sales and Marketing @
- 1994 -2021 Regional Sales Director-Retirement Service @
- 1991 -1994 Retirement Sales Consultant @ The Copeland Companies
James Foote Education
- University of Dayton
Bachelor's degree (Business Management & Marketing)
1986-1990 - Bishop Egan High School 1982-1986
James Foote Skills
- Attention to Detail
- Motor Vehicle
- Public Speaking
- Qualified Retirement Plans
- Defined Benefit
- Organization Skills
- Microsoft PowerPoint
- Microsoft Excel
- Salesforce.com
- Marketing
- Financial Planning
- Fiduciary
- Retirement
- Customer Relationship Management (CRM)
- Leadership
- Sales
- Presentation Skills
- Financial Advisory
- Training
- Skilled Multi-tasker
- Customer Acquisition
- Computer Literacy
- Investment Products
- Analytical Skills
- Communication
- Presentations
- Financial Services
- Variable Annuities
- Life & Health Licenses
- Series 63
- Series 6
- Series 65
- Defined Contribution
- Coaching
- Deal Strategy
- Financial Data
- Problem Solving
- Retirement Planning
- Plan Design
- ERISA
- Sales Operations
- Investment Advisory Services
- Marketing Strategy
- Employee Benefit Plan Design
- Investments
- Retirement Benefits
- Sales Management
- Business Development
- Sales Presentations
- Retirement Plan Consulting
James Foote Summary
- James Foote, based in Philadelphia, PA, US, is currently a Vice President-Head of Corporate Retirement Plans at C&N. James Foote brings experience from previous roles at Stonebridge Financial Group, LLC, RetireWell Administrators, Inc., OneAmerica and The Copeland Companies. James Foote holds a 1986 - 1990 Bachelor's degree in Business Management & Marketing @ University of Dayton. With a robust skill set that includes Attention to Detail, Motor Vehicle, Public Speaking, Qualified Retirement Plans, Defined Benefit and more. James Foote has 2 emails and 2 mobile phone numbers on RocketReach.
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