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Jim Pearson

Director - Investor Services

Jim Pearson is an experienced finance professional currently serving as Director of Investor Services at SS&C Technologies since August 2021. Prior to this role, Jim held multiple leadership positions at Wells Fargo, including Director and Site Leader at the St. Louis CCC from December 2016 to August 2021, and First Vice President - Business Development Sales Manager at Wells Fargo Advisors from July 2010 to December 2016. Earlier career experiences include roles as a Financial Advisor at Two Firms from June 2006 to June 2010 and as a Senior Internal Wholesaler at Franklin Templeton Investments from February 1998 to October 2005. Jim holds a Master of Business Administration in Organizational Leadership from Lindenwood University and a Bachelor of Arts in Finance & Economics from Eckerd College.

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