Senior Client Service Associate
James is a Senior Client Service Associate and member of the Beacon Pointe Client Service Department. He is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, communicating with clients, and assisting with day-to-day service requests. Prior to entering the financial services industry, James began his career in sales and customer service. He holds a bachelor’s degree in marketing from the University of Colorado Denver Business School. Born and raised in Minnesota, James moved to Colorado to further his education. After gaining a strong passion for the Colorado lifestyle of hiking and snowboarding, he decided to make Denver his home. Aside from his outdoor endeavors, James’s free time is spent hanging out with his rescue dog, Jake and trying new recipes in the kitchen!