Jared James is a skilled business professional with extensive experience in customer service and financial management. At Fidelity Investments, Jared served as a Case Manager and Financial Associate II, focusing on retirement planning and customer inquiries related to pension products. Jared has a strong background in leadership as the President and Center Director of K-12 Learning Center, a tutoring and test prep center, and previously excelled as an Office Manager and Tax Professional at H&R Block, where communication with diverse clients was a key responsibility. Jared holds a Bachelor of Business Administration from Saint Anselm College and a Master's degree in Accounting and Finance from Southern New Hampshire University, graduating with a 3.9 GPA.
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