Jim Fagan
About Jim Fagan
Jim Fagan serves as the Regional Sales Director at Victory Capital Management in Troy, MI, a position he has held since 2014. He has over two decades of experience in the financial services industry, having previously worked in various roles at Morgan Stanley, Wells Fargo, and Fisher Investments.
Work at Victory Capital
Jim Fagan has served as Regional Sales Director at Victory Capital Management since 2014. In this role, he is responsible for overseeing sales operations and driving growth in the financial products sector. His tenure at Victory Capital spans a decade, during which he has contributed to the firm's strategic initiatives and client engagement efforts from the Troy, MI office.
Previous Experience in Financial Services
Jim Fagan has a diverse background in financial services, having held several key positions prior to his current role. He worked at Morgan Stanley in various capacities, including Vice President, Branch Sales Manager, and Regional Vice President. He also served as Vice President at Wells Fargo Securities and Fisher Investments, and as Senior Vice President at Wells Fargo Advisors. His career reflects a strong focus on sales management and client relations.
Education and Expertise
Jim Fagan earned a Bachelor of Business Administration with a focus on Finance and Marketing from Ohio University, completing his studies in 1996. His educational background provides a solid foundation for his extensive experience in wholesaling financial products, including ETFs, SMAs, and mutual fund platforms. He has developed strong communication and presentation skills through years of client interaction.
Career Timeline
Jim Fagan's career in financial services spans over two decades, beginning as a Financial Advisor at Morgan Stanley from 1996 to 1999. He progressed through various roles, including Vice President positions at Morgan Stanley, Wells Fargo Securities, and Fisher Investments. His experience includes significant leadership roles, culminating in his current position at Victory Capital Management, where he has been since 2014.
Skills and Work Ethic
Jim Fagan possesses strong communication and presentation skills, developed through extensive client interactions in sales roles. His robust work ethic has been a hallmark of his career, enabling him to excel in the competitive financial services industry. His ability to engage clients and drive sales has been a key factor in his professional success.