James Summerlin Email & Phone Number
Chief Experience Officer @ Visionary Square
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James Summerlin Location
- Mount Holly, NC, US
James Summerlin Work
- 2026 -now Chief Experience Officer @
- 2025 -2026 Director of Advisor Success @
- 2024 -2025 Senior Manager, Relationship Management @
- 2024 -2024 Sr. Relationship Manager @
- 2022 -2023 Sr. Director Strategic Client Engagement @
- 2020 -2022 Sr. Sales Strategist Manager @
- 2012 -2020 Sr. Sales Strategist @
- 2006 -2012 Sr. Relationship Manager @
- 2004 -2006 Institutional Client Service Associate @
- 2002 -2004 Institional Registered Representative @
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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