James Swartz has over 20 years of experience in the financial services industry, currently serving in various managerial roles at Confluence since May 2008, including Managed Index Service Manager and Business Process Outsourcing Manager. Previous experience includes positions at SunGard Financial Systems, where James worked as a Mutual Fund Specialist, and at Federated Investors as a Fund Compensation Specialist. James holds a Bachelor of Science degree in Health and Human Development from Penn State University, as well as an educational background from Penn State New Kensington and Cheswick Christian Academy, where a high school diploma was obtained.
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