Jim DeForest is currently a Performance and Business Support Analyst at MassMutual, where they focus on supporting the retention and growth of managed assets on the Wealth Management platform. With a Bachelor’s Degree in Business Administration from Embry-Riddle Aeronautical University, they have extensive experience in financial services, sales, marketing, and customer service, having previously held positions at firms like Prudential and Spalding. Jim has a strong track record of increasing client bases, implementing successful marketing strategies, and managing complex operational challenges, and they are FINRA Series 7 & 24 licensed.
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