Jim Pearson Email & Phone Number
Director - Investor Services @ SS&C Technologies
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Jim Pearson Location
- St. Louis, MO, US
Jim Pearson Work
- Director - Investor Services @ (August 2021 - Present)
- First Vice President - Business Development Sales Manager @ (July 2010 - December 2016)
- Director and Site Leader St. Louis CCC @ (December 2016 - August 2021)
- Financial Advisor @ Two Firms (June 2006 - June 2010)
- Senior Internal Wholesaler @ (February 1998 - October 2005)
Jim Pearson Education
- Eckerd College
Bachelor of Arts (B.A.) (Finance & Economics)
2001-2003 - Nashua High School 1991-1993
- Lindenwood University
Jim Pearson Skills
- Net Promoter Score
- Customer Satisfaction
- Strategy
- Sales Operations
- Project Management
- Strategic Thinking
- Business Development
- Interpersonal Skills
- Problem Solving
- Corrective Actions
- Series 7
- Series 63
- Wealth Management
- Mutual Funds
- Investments
- Sales
- Sales Management
- Financial Services
- Relationship Management
- Securities
- Investment Advisory
- Salesforce.com
- Strategic Planning
- Sales Presentations
- Series 24
- Series 66
- Series 9/10
- Management
- Change Management
- Operations Management
- Performance Management
- Team Management
- Risk Management
- Trading
- Investor Relations
- Communication
- Call Center Development
- Call Center Architecture
- Contact Centers
- Leadership Development
- Leadership
- Organizational Leadership
- Client Relations
- Presentation Skills
- Public Speaking
- Creative Problem Solving
- Fixed Annuities
- Development
- Missouri Life and Health
- Services
- Sales Manager
Jim Pearson Summary
- Jim Pearson, based in St. Louis, MO, US, is currently a Director - Investor Services at SS&C Technologies. Jim Pearson brings experience from previous roles at Wells Fargo Advisors, Wells Fargo, Two Firms and Franklin Templeton Investments. Jim Pearson holds a 2001 - 2003 Bachelor of Arts (B.A.) in Finance & Economics @ Eckerd College. With a robust skill set that includes Net Promoter Score, Customer Satisfaction, Strategy, Sales Operations, Project Management and more. Jim Pearson has 4 emails and 1 mobile phone numbers on RocketReach.
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Top SS&C Technologies Employees
Brendan Fahy
Managing Director
Cambridge, MA, US
Bill Stone
CEO
Windsor, CT, US
Aparna Parameswaran
Managing Director
New York, NY, US
Judy Nelson
Chief Operating Officer
Philadelphia, PA, US
Rahul Kanwar
President and Chief Operating Officer
New York, NY, US
Daniel Duran
Chief Revenue Officer (CRO) SS and C Tier1
Westport, CT, US
James Edmunds
Managing Director
Boston, MA, US
Justin Meagher
Managing Director
New York, NY, US
Michael Rogalski
President, Retirement Solutions
New York, NY, US
Matt Wiles
CFO SS and C Health
Overland Park, KS, US
Michael Wasserman
Managing Director, Global Sales
New York, NY, US
Abhilash Viswanathan
Managing Director
New York, NY, US
Robert Wood
Managing Director, Cyber Defense Operations
Denver, CO, US
John Geli
President Retirement Solutions
Middletown, NJ, US
Lea Feleciano
Chief Operating Officer, Retirement Solutions
Mansfield, MA, US
Nathan L
CIO - Global Investor and Distribution Solutions, US
Kansas City, MO, US
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