His focus will be in the digital marketing space to help enhance the Choreo brand as well as create a strong social and digital presence for the Choreo advisor teams.
Jim spent 12 years at Ameriprise Financial concentrating on product marketing before entering the independent space at LPL Financial (NASDAQ: LPLA), where he led the award-winning digital marketing and project management team focused on developing and executing digital practices for their advisor base. For the past nine years, he has been consulting at various RIA, Broker Dealers, REIT firms and independent advisor business and managing the launch of a new wealth management firm.
Jim has found himself back in San Diego, which he calls home, after living stints in Colorado, Minneapolis and London, England. Happy to be home, he spends his time away from his career cooking and swimming and is a self-diagnosed thrill seeker (having skydived over 80 times).
Jim holds a Bachelor of Arts from the University of Colorado and a Masters of Project Management from St. Thomas University.