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Jim has a Bachelor's of Science in Accountancy from Villanova University, and completed the Callan College for Fiduciary Training. Jim was formerly a Relationship Manager with IBM focused on several clients in the Banking, Finance and Securities Industries.
Jim is a former Registered Investment Advisor representative last licensed with the National Association of Securities Dealers through Asset Strategy Consultants in 2002. He has lectured to the Sellinger Scholars at the Sellinger School of Business at Loyola University on the subject of investment management for institutional investors.
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