James Jim Pritchett
Accomplished professional with demonstrated experience and acumen in Wealth Management, Sales and Business Development.
- Role
- Senior National Account Manager at Nationwide
- Location
- Scotch Plains, NJ, US
- LinkedIn followers
- 500 followers
Experience
Senior National Account Manager
Mar 2012 — Present
Manage all aspects of Nationwide’s investment management relationship with Morgan Stanley and Wells Fargo Advisors.Partner with National Sales, Relationship Management and Firm business heads to develop and execute business development strategies.Promote Nationwide Financial brand and investment solutions through use of value-add programs to enhance relationships with key partners.#1 in sales tonnage for each of the past 5 yearsEndorsements and recommendations received from my Connections were not solicited and they did not receive and form of compensation.
Education
University at Albany
BA, Psychology, Business
Baruch College
MBA, Finance & Investments
Skills
- Fixed Annuities
- Management
- Investments
- Wealth Management
- Series 7
- Retirement Planning
- Finra
- Financial Services
- Product Development
- Mutual Funds
- Risk Management
- Portfolio Management
- Insurance
- Series 63
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