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James Simpson

James Simpson

Followers of James Simpson628 followers
location of James SimpsonGreater Philadelphia

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  • Timeline

  • About me

    Senior Client Relationship Manager at Bank of America

  • Education

    • Conwell-Egan Catholic High School

      1995 - 1999
      General Studies

    • Millersville University of Pennsylvania

      1999 - 2003
      Bachelor of Arts (B.A.) Financial Economics

      Activities and Societies: Lambda Chi Alpha

  • Experience

    • Bank of America

      Dec 2003 - now

      Defined Contribution/Health & Benefit Accounts

      • Senior Client Relationship Manager

        Feb 2018 - now

      • Associate Retirement Consultant

        Sept 2012 - Feb 2018

      • Client Services Manager

        Jul 2009 - Sept 2012

      • Contact Center Supervisor

        Mar 2005 - Jul 2009

      • Participant Service Representative

        Dec 2003 - Mar 2005

  • Licenses & Certifications

    • Six Sigma Green Belt

    • Insurance License

      PA Department of Insurance
      Sept 2012

    • Series 7

      Financial Industry Regulatory Authority (FINRA)

    • Series 66

      Financial Industry Regulatory Authority (FINRA)

    • Series 24

      Financial Industry Regulatory Authority (FINRA)

    • Certified Retirement Plan Specialist

      College for Financial Planning
      Jun 2013

  • Volunteer Experience

    • Race for the Cure Participant

      Issued by Susan G. Komen
      Susan G. KomenAssociated with James Simpson

    • Race Participant

      Issued by Autism Speaks
      Autism SpeaksAssociated with James Simpson

    • Little League Coach

      Issued by Middletown Athletic Association on Apr 2017
      Middletown Athletic AssociationAssociated with James Simpson