James Neill
About James Neill
James Neill is a Senior Registered Financial Service Specialist at Transamerica, with over 17 years of experience in financial services, including previous roles at Empower Retirement. He holds a Bachelor of Arts from the University of Northern Colorado and possesses a Series 6 license, showcasing his expertise in investment products.
Work at Transamerica
James Neill has been employed at Transamerica as a Senior Registered Financial Service Specialist since 2017. In this role, he provides financial services and support to clients, leveraging his extensive experience in the financial sector. His position involves assisting clients with their financial needs and ensuring compliance with industry regulations. Neill's work contributes to the overall mission of Transamerica in delivering quality financial solutions.
Previous Experience at Empower Retirement
Before joining Transamerica, James Neill worked at Empower Retirement for nine years, from 2008 to 2017. He held various positions, including Team Lead, Account Analyst, and Representative Coordinator. His responsibilities included managing a team of customer service representatives and overseeing account management processes. Neill's tenure at Empower Retirement provided him with a solid foundation in financial services and client relations.
Education and Expertise
James Neill earned a Bachelor of Arts degree from the University of Northern Colorado, where he studied from 1987 to 1993. His educational background supports his professional expertise in financial services. Additionally, he holds a Series 6 - Investment Company and Variable Contracts Products Representative License, which certifies his proficiency in handling investment products. Neill also completed the Certified American Society of Pension Actuaries Pension Administrators Course, further enhancing his knowledge in pension administration.
Background in Telecommunications
James Neill has a background in telecommunications, where he directed Telex operators for U.S. and Canada-based operations. This role showcased his expertise in international communication systems. He also ordered and maintained telecom equipment for call centers in Denver and Boston, highlighting his skills in logistics and vendor management. This experience complements his financial services career by demonstrating his ability to manage complex operational tasks.
Leadership and Team Management
Throughout his career, James Neill has demonstrated strong leadership skills. While at Empower Retirement, he coordinated a team of 10 customer service representatives, emphasizing his ability to manage teams effectively. His leadership experience is integral to his current role at Transamerica, where he continues to apply these skills in providing exceptional service to clients.