James Shen Email & Phone Number
Sr. Retirement Plan Advisor - Customer Success Manager @ ShareBuilder 401k
James Shen's Location
California, United States
James Shen's Work
- Sr. Retirement Plan Advisor - Customer Success Manager @ ShareBuilder 401k
- Assistant Vice President @ Morgan Stanley
- Relationship Manager @ The Standard
- Retirement Plan Account Manager @ The Vita Companies
James Shen's Education
- Golden Gate University
Master of Business Administration - MBA (Business Analytics)
2023 - 2025 - University of California, Davis
Bachelor's degree (Business/Managerial Economics)
James Shen's Skills
- Financial Services
- Finance
- Health Insurance
- Retirement Planning
- Management
- Retirement
- Insurance
- Estate Planning
- Personal Financial Planning
- Asset Management
James Shen's Summary
James Shen, based in California, United States, is currently a Sr. Retirement Plan Advisor - Customer Success Manager at ShareBuilder 401k, bringing experience from previous roles at Morgan Stanley, The Standard and The Vita Companies. James Shen holds a 2023 - 2025 Master of Business Administration - MBA in Business Analytics @ Golden Gate University. With a robust skill set that includes Financial Services, Finance, Health Insurance, Retirement Planning, Management and more, James Shen contributes valuable insights to the industry. James Shen has 2 emails and 1 mobile phone number on RocketReach.
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James Shen
Sr. Retirement Plan Advisor - Customer Success Manager at ShareBuilder 401k
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