Poway, California, United States
James Wells
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Metropolitan Community College
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FlashIntel GPT
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FlashIntel GPTJames Wells is a Senior Relationship Manager with 5 years of experience in the financial services industry. He has worked at TD Ameritrade Institutional in Jersey City, New Jersey, where he focused on customer service and provided investment solutions. Prior to that, he worked at Verizon as a Customer Service Representative. James has a strong background in customer service and has worked with institutional investors, independent registered investment advisors, and brokers. He is currently based in Poway, California.
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Emails and Phone Numbers
Work Experience
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Senior Relationship Manager
Financial Services
James Wells's Professional Milestones
- Customer Service Representative: Delivered exceptional customer service, exceeding satisfaction targets and building strong client relationships.
- Senior Relationship Manager (2018-11-01~): Building strong partnerships with key stakeholders to enhance the company's reputation and drive positive feedback.
Education
Photography
Certification
Colleagues
Jeffrey C. Hommel, AIF®
Vice President, Reimburment Planning Soultions
Kelly Jobe Durso
Vice President Institutional Sales
Jay Wampler, MS
Vice President Business Consulting | TD Ameritrade Institutional
Christopher Piercy
Vice President | Strategic Relationship Manager
Tom R.
Vice President - Technology Consulting | Institutional Sales
Other Named James Wells
Frequently asked questions
We found 4 James Wells's email addresses
We found 1 James Wells's phone numbers
James Wells's social media include: Linkedin,
James Wells works for TD Ameritrade Institutional
James Wells's role in TD Ameritrade Institutional is -
James Wells works in the industry of Financial Services
James Wells's colleagues are Jeffrey C. Hommel, AIF®,Kelly Jobe Durso,Jay Wampler, MS
James Wells's latest job experience is - at TD Ameritrade Institutional
James Wells's latest education in Metropolitan Community College
