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Jim has more than 25 years experience in the financial services and banking industries. As the Vice President of Marketing, Jim is responsible for the firm's business development program. In this role, Jim interfaces with treasurers and tax specialists from Fortune 500 companies and small to mid-sized regional companies. Jim's expertise extends to the areas of situs management for investment holding companies, corporate custody services, investment and cash management, corporate and employee benefit trust management and corporate tax planning. Jim is involved in several professional associations including the International Foundation of Employee Benefit Plans, the International Society of Certified Employee Benefit Specialists, the Association of Investment Management Sales Executives, the Association for Accounting Marketing and the Delaware State Chamber of Commerce's Holding Company committee. Within the community, Jim is involved with numerous charitable and fund-raising events. Jim received his Bachelor of Science degree in economics from the State of New York College at Potsdam. He later earned his Certified Benefit Specialist certification from the University of Pennsylvania's Wharton School of Business. |
James W. Whalen, Jr., CEBS
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