James Shen Email & Phone Number
Senior Retirement Plan Consultant - Customer Success Manager @ ForUsAll
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James Shen Location
- California, United States
James Shen Work
- 2026 -now Senior Retirement Plan Consultant - Customer Success Manager @
- 2022 -2026 Sr. Retirement Plan Advisor - Customer Success Manager @
- 2019 -2022 Assistant Vice President @
- 2016 -2019 Relationship Manager @
- 2010 -2016 Retirement Plan Account Manager @
James Shen Education
- Golden Gate University
Master of Business Administration - MBA (Business Analytics)
- University of California, Davis
Bachelor's degree (Business/Managerial Economics)
James Shen Skills
- Financial Services
- Finance
- Health Insurance
- Retirement Planning
- Management
- Retirement
- Insurance
- Estate Planning
- Personal Financial Planning
- Asset Management
- Life Insurance
- Disability Insurance
- Mutual Funds
James Shen Summary
- James Shen, based in California, United States, is currently a Senior Retirement Plan Consultant - Customer Success Manager at ForUsAll. James Shen brings experience from previous roles at ShareBuilder 401k, Morgan Stanley, The Standard and The Vita Companies. James Shen holds a 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 has 2 emails and 1 mobile phone numbers on RocketReach.
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