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
- 2021 -now Director - Investor Services @
- 2016 -2021 Director and Site Leader St. Louis CCC @
- 2010 -2016 First Vice President - Business Development Sales Manager @
- 2006 -2010 Financial Advisor @ Two Firms
- 1998 -2005 Senior Internal Wholesaler @
Jim Pearson Education
- Eckerd College
Bachelor of Arts (B.A.) (Finance & Economics)
2001-2003 - Nashua High School 1991-1993
- Lindenwood University
Master of Business Administration - MBA (Organizational Leadership)
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, Wells Fargo Advisors, 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 3 emails on RocketReach.
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Top SS&C Technologies Employees
Bill Stone
CEO
Windsor, 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
Max Lippman
Managing Director
Miami, FL, US
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