James Shen is a seasoned retirement plan advisor with extensive experience in customer success and relationship management. Currently serving as a Sr. Retirement Plan Advisor and Customer Success Manager at ShareBuilder 401k since May 2022, James previously held the role of Assistant Vice President at Morgan Stanley, where responsibilities included managing client relationships related to stock plan compensation. James's background also includes a position as a Relationship Manager at The Standard and as a Retirement Plan Account Manager at The Vita Companies, focusing on aiding employers and employees in achieving retirement goals. James holds a Bachelor's degree in Business/Managerial Economics from the University of California, Davis, and is pursuing an MBA in Business Analytics from Golden Gate University.
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