James Sadek

James Sadek has a diverse work experience in the financial industry. James started their career in 2004 as a Recruiter and Registered Rep at H&R Block Financial Advisors, where they worked until 2010. From 2010 to 2011, they served as a Registered Representative at SWBC Wealth Management. In 2011, they joined Bank of America Merrill Lynch as a Registered Representative, where they stayed until 2014. Currently, they hold the position of Director of Business Development at UPSTREAM Investment Partners, LLC, where they have been since 2014. In this role, they are responsible for identifying and recruiting financial advisors and determining if their practice is a good fit for the company's model.

James Sadek completed their Bachelor of Business Administration (B.B.A.) degree in Finance from the University of St. Thomas (TX) from 2001 to 2003.