James Pendleton Email & Phone Number
Client Service Associate @ Edelman Financial Engines
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James Pendleton Location
- Seal Beach, CA, US
James Pendleton Work
- Client Service Associate @ (June 2025 - Present)
- Annuity Product Specialist @ (October 2024 - May 2025)
- Annuity Specialist @ (August 2024 - October 2024)
- Co-Founder and Business Manager @ Salt of the Earth (June 2017 - August 2024)
- Wealth Management Intern @ (June 2023 - April 2024)
- Server @ (February 2022 - June 2023)
- Server and Busser @ BJ's Restaurants, Inc. (November 2019 - October 2021)
- Film Production Intern @ (September 2018 - March 2020)
- Server, Catering, and Cashier @ (September 2017 - October 2019)
James Pendleton Education
- California State University, Long Beach
Bachelor of Arts - BA (Communication Studies)
2025 - Los Alamitos High School
Activities and societies: Los Alamitos Varsity Lacrosse (Los Alamitos Sound Fx Show Choir, Vice President of the Emergency Preparedness and Awareness Club)
James Pendleton Skills
- Communication
- Critical Thinking
- Customer Relationship Management (CRM)
- Data Analysis
- Economics
- Fiduciary Services
- Finance
- Financial Advisory
- History
- Interpersonal Skills
- Investment Strategies
- Investor Relations
- Lead Generation
- Leadership
- Market Research
- Marketing
- Mentoring
- Personal Development
- Problem Solving
- Sales
- Spanish
- Teamwork
- Working with Investors
James Pendleton Summary
- James Pendleton, based in Seal Beach, CA, US, is currently a Client Service Associate at Edelman Financial Engines. James Pendleton brings experience from previous roles at Pacific Life, Salt of the Earth and Morgan Stanley. James Pendleton holds a Bachelor of Arts - BA in Communication Studies @ California State University, Long Beach. With a robust skill set that includes Communication, Critical Thinking, Customer Relationship Management (CRM), Data Analysis, Economics and more. James Pendleton has 1 mobile phone numbers on RocketReach.
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