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James Jackson
Strategic Channel Relationship Manager @Pentegra Retirement Services
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WORK HISTORY
Strategic Channel Relationship Manager @Pentegra Retirement Services
Charlotte, NC, US
EDUCATION
Wake Forest University School of Business
Executive Leadership & Management Certification (TIAA Sponsored)
UNC Kenan-Flagler Business School
Emerging Leaders Program, Organizational Leadership
FINRA
FINRA Series 6, Series, 63, Series 26 (Registered Principal) & Life & Health Insurance Licensed
University of Southern California
Business Administrationi, Business
University of California, Berkeley, Haas School of Business
Executive Management Classes, Business Finance
Pace University - Lubin School of Business
Bachelor of Business Administration - BBA, Business Administration and Management, General
SKILLS
ABOUT JAMES JACKSON
Retirement Planning and Relationship Building leader that is results driven with extensive success in client development, growing business lines and strengthening client relationships within the industry. Through strategic planning and fostering robust relationships.I\'m passionate about building relationships and having meaningful impacts for success - with a proven track record in relationship management, sales, compliance and operations management.At Pentegra, we are a different kind of retirement plan partner. That’s because we’re a fiduciary first.As one of America’s oldest independent fiduciaries, we help employers offer better retirement plans. Our heritage as a fiduciary guides everything we do. It’s who we are. We’ve built an 80-year legacy serving thousands of clients nationwide and offer a level of fiduciary expertise and oversight unmatched in the industry today.Pentegra’s fiduciary services shift responsibility for key plan tasks, transferring many of the legal and operational burdens of managing a retirement plan.
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