James is a Client Services Associate with Chicago Wealth Management Group. He is currently working on obtaining his Life and Health Insurance licenses. James helps advisors in tasks such as:
- Cultivating one-on-one relationships with Advisors, their staff, and end Clients
- Assisting in new Account Opening and servicing transactions
- Provide support and organization of key technologies, such as CRM, for both Clients and Advisors
- Assists Advisors with being “Audit Ready” at any given time
- Work closely with other teams to achieve win-win scenarios for Clients and Advisors
James graduated with a degree in Business Administration at Elmhurst University in Elmhurst Illinois. James lives in the suburbs of Chicago with his labradoodle Mack. He enjoys the outdoors and watching the Chicago Blackhawks and Chicago Cubs. James supports charities such as Ronald McDonald House Charities, Knights of Columbus, and Therapeutic Horseback Riding programs.
James works out of the office located at 160 S Myrtle Ave, Suite 101, Villa Park, IL 60181