James Summerlin Email & Phone Number
Chief Experience Officer @ Visionary Square
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James Summerlin Location
- Mount Holly, NC, US
James Summerlin Work
- Chief Experience Officer @ (January 2026 - Present)
- Director of Advisor Success @ (January 2025 - April 2026)
- Senior Manager, Relationship Management @ (October 2024 - January 2025)
- Sr. Relationship Manager @ (April 2024 - November 2024)
- Sr. Director Strategic Client Engagement @ (July 2022 - November 2023)
- Sr. Sales Strategist Manager @ (May 2020 - July 2022)
- Sr. Sales Strategist @ (January 2012 - May 2020)
- Sr. Relationship Manager @ (January 2006 - January 2012)
- Institutional Client Service Associate @ (November 2004 - January 2006)
- Institional Registered Representative @ (June 2002 - November 2004)
James Summerlin Education
- Belmont Abbey College
Bachelor of Applied Science - BASc (Business Administration and Management, General)
1998-2002 - Belmont Abbey College
James Summerlin Skills
- Advertising
- Series 6
- Series 63
- Life & Health Insurance Licenses
- Financial Analysis
- Business Analysis
- Account Management
- Data Analysis
- Analytical Skills
James Summerlin Summary
- James Summerlin, based in Mount Holly, NC, US, is currently a Chief Experience Officer at Visionary Square. James Summerlin brings experience from previous roles at Visionary Square, GuideStone Financial Resources and TIAA. James Summerlin holds a 1998 - 2002 Bachelor of Applied Science - BASc in Business Administration and Management, General @ Belmont Abbey College. With a robust skill set that includes Advertising, Series 6, Series 63, Life & Health Insurance Licenses, Financial Analysis and more. James Summerlin has 1 emails and 1 mobile phone numbers on RocketReach.
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