James Wilson

James Wilson has a diverse work experience, starting with their current role as a Customer Success Manager at Blueleaf.com since May 2023. Prior to that, they worked at Riskalyze from 2018, where they held multiple roles including Advisor Success Coach, Customer Service Representative, and Sales Development Representative. In these roles, they conducted one-on-one meetings with financial advisors, ran webinars, handled escalated issues, and represented the company at conferences. James created training paths and connected with a significant number of advisors. James also worked as a Logistics Team Member at Target in 2017, a Telesales Representative at Verizon Wireless for a short period in 2016, and a Mobile Sales Consultant at MarketSource Inc. for a few months in the same year. James worked as a Student at UC Santa Cruz from 2010 to 2015 and was an Associate Editor at Game Like Heck, a student game reviewing website, from 2010 to 2011.

James Wilson attended the University of California, Santa Cruz from 2010 to 2015, where they earned a Bachelor of Film and Digital Media degree. Their field of study was Digital Communication and Media/Multimedia.