James Mosley
About James Mosley
James Mosley serves as the Assistant Vice President at Transamerica, where he has worked since 2013. He has a diverse background in finance, having held various roles at companies such as Merrill Lynch, JP Morgan Chase, and COUNTRY Financial.
Work at Transamerica
James Mosley has served as Assistant Vice President at Transamerica since 2013. His role involves overseeing various financial services and products, contributing to the company's operations in the Greater Denver Area. With over a decade of experience at Transamerica, he plays a significant part in the organization's strategic initiatives and client management.
Previous Experience in Financial Services
Before joining Transamerica, James Mosley held several positions in the financial services industry. He worked as a Financial Advisor at Merrill Lynch for one year in the Greater Denver Area from 2011 to 2012. Prior to that, he was a Financial Representative at COUNTRY ® Financial for one year from 2010 to 2011. He also served as a Personal Investment Banker at JP Morgan Chase for two years from 2008 to 2010 and briefly as a Financial Advisor at LPL Financial in 2011.
Educational Background
James Mosley pursued his education at Metropolitan State College of Denver, where he studied Accounting starting in 2010. He also attended Regis University from 2007 to 2009, focusing on Accounting and Finance. His foundational education includes graduating from Gateway High School, where he studied from 1996 to 2000.
Career Development Prior to Financial Services
Before entering the financial services sector, James Mosley worked at Bellco Credit Union as a Lending Technical Liaison from 2001 to 2008, where he gained experience in lending processes and customer service. This role contributed to his understanding of financial operations and client relations.