James Liberi

James Liberi has a diverse work experience spanning over 18 years. James is currently serving as the Senior Director of Business Development and Strategic Partnerships at IRALOGIX, where they focus on redefining the wealth management industry and making retirement and institutional investment options accessible to all investors.

Prior to their current role, James was the Managing Director at F2L Advisory, where they held a leadership position and managed various responsibilities.

James has also served as a Board Member at The SPARK Institute, a member-driven non-profit organization that advocates for the retirement plan industry and develops positions on critical issues.

Throughout their career, James has held several senior executive positions at vWise, Inc. and The Bancorp. At vWise, Inc., they served as the Chief Revenue Officer and later as the Senior Vice President, Head of Sales and Strategy. At The Bancorp, they held the position of Head of Sales and Distribution, Institutional Banking Group, where they had overall sales and strategy responsibilities and focused on building relationships within the financial services industry.

Additionally, James has worked as a Financial Advisor at MassMutual and in Private Banking at Wachovia Bank.

Their expertise lies in qualified retirement plan industry, legislation, and sales strategy. James Liberi's work experience demonstrates their strong leadership capabilities and extensive knowledge of the financial services industry.

James Liberi attended West Chester University of Pennsylvania where they pursued a BS degree in Business Administration and Political Science. The start and end year of their education at this institution are not specified.