Jim Folwell

Jim Folwell has over 30 years of work experience in the financial industry. Jim is currently serving as the National Account Director at Fi360. Previously, they worked at DOOR Ventures Inc. where they held the positions of Head of Asset Manager Relations - US and Client Relationship Manager. Prior to that, Jim worked as an Independent Consultant, collaborating with companies like Sway Research and Chatham Partners. Jim also worked at Nuveen Investments as the SVP - Director of Business Development, DCIO and Strategic Platforms, and at FAF Advisors as the Sr. Managing Director. Additionally, they have held roles at State Street Global Advisors, Pioneer Investments, Cerulli Associates, Fidelity Investments, and MFS Investment Management throughout their career. Jim's experience includes client relations, business development, asset management, market research, and strategic planning.

Jim Folwell completed their MBA in Finance, Research, and Strategic Planning from the Babson F.W. Olin Graduate School of Business between 1992 and 1997. Prior to that, they obtained a BS in Management from Florida State University from 1987 to 1989. Jim also attended Clearwater High, but no specific years or degrees were provided for this institution.