James Woolston
About James Woolston
James Woolston serves as a District Leader at Primerica, where he has worked since 2017. He has a diverse background in finance and customer service, complemented by strong interpersonal skills.
Work at Primerica
James Woolston has been a District Leader at Primerica since 2017, contributing to the company's mission of financial education and empowerment. In addition to his leadership role, he also serves as a Senior Representative, showcasing his versatility within the organization. His tenure at Primerica spans seven years, during which he has developed strong skills in personal interactions, enabling him to effectively build relationships with clients. His experience in the financial sector allows him to provide valuable insights and guidance to those seeking financial solutions.
Previous Experience at Verizon Wireless
James Woolston worked at Verizon Wireless for a total of 14 years, divided into two roles. He began as a Customer Service Representative from 2003 to 2007 in the Rochester, New York Area, where he developed foundational skills in customer relations. He then progressed to the position of Tech Expert from 2007 to 2017, further enhancing his expertise in mobile operating systems. This extensive experience in customer service and technology has equipped him with the skills necessary to navigate complex client needs.
Career as a Financial Advisor
Before joining Primerica, James Woolston worked as a Financial Advisor at Waddell & Reed from 1999 to 2003 in the Rochester, New York Area. During this four-year period, he gained valuable experience in financial planning and client management. This role laid the groundwork for his subsequent career in finance, allowing him to develop a deep understanding of financial products and services.
Educational Background
James Woolston has a diverse educational background that includes studies at multiple institutions. He attended Alfred State College - SUNY College of Technology, where he earned an Associate of Arts and Sciences (AAS) in Animal Sciences from 1995 to 1997. He later studied at Keuka College from 1993 to 1995, focusing on Biology Teacher Education with a GPA of 3.312. His education in finance and biology reflects his adaptability and broad skill set.