James Clifford

James Clifford has accumulated extensive experience in the financial services industry, primarily at Fidelity Investments since September 1994, where the most recent role is Vice President of Sales Support. In this position, James reviews prospects' defined benefit (DB) and defined contribution (DC) plan provisions to ensure administrative support, while also designing customized processes. Prior roles at Fidelity include Senior Director of Product & Service Consultant, Client Service Manager, Service Integration Manager, and Director, each emphasizing the management of operations, client services, and compliance testing for strategic market clients. Previously, James worked at Angell Disend & Quesnel, Inc. from 1986 to 1994, holding roles such as Compliance Manager and Team Leader for both DC and DB teams. Educational qualifications include a Bachelor of Arts from Stonehill College.