Client Relationship Manager
From an introductory call to a long-time client or shareholder, Will serves as a liaison between James Investment Research and their people. He provides clients with training and support through the onboarding and client process.
Will also supports Portfolio Managers and Financial and Estate Planners to build and strengthen long-term client relationships. Will seeks to communicate clearly and act effectively to provide a smooth and excellent client experience.
- James team member since 2022
- Financial Paraplanner Qualified Professional, FPQP
- B.S. Finance, Cedarville University
Away from the office:
Will enjoys spending time with his wife, Grace, and going on bike rides. His favorite hobbies include playing sports, renovating furniture and watching basketball.