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Jim Russell

Quality Analyst Lead at Brightside
Intro Book
Jim Russell, a seasoned professional with 24 years of experience in finance and sales, holds a Bachelor's degree in Accounting from Indiana University of Pennsylvania, with expertise in multiple languages and skills.
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Location
Scottsdale, Arizona, United States, US
Languages
  • English -
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Bio

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Jim Russell is a seasoned professional with extensive experience in the financial services industry. He has worked as a Quality Analyst Lead, Trainer, Client Service Coach, and Certified Financial Planner at Brightside, where he spent over four years. Jim's expertise spans multiple industries, including finance, sales, and education. He has held various roles at Penske Automotive Group, ERA Teachers, Inc./HomeSmart, LearnVest, Inc., USAA, Vanguard, Baynetworks/Nortel Networks, and Microdyne Corporation. Jim holds a Bachelor's degree from Indiana University of Pennsylvania, where he also developed skills in economics and accounting. He is proficient in English and has a strong educational background, with a focus on business and finance.

Credentials

  • CERTIFIED FINANCIAL PLANNER TM, ChFC, CLU, CWS, CASL, CRPC, AAMS, Realtor
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Experience

  • Brightside
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Quality Analyst Lead
      • Jul 2022 - Jul 2023

    • Trainer
      • Jan 2022 - Jul 2022

    • Client Service Coach
      • Oct 2019 - Jul 2022

    • Certified Financial Planner
      • Sep 2018 - Oct 2019

  • Penske Automotive Group
    • Client Advisor (New car sales)
      • Jun 2016 - Aug 2017

  • ERA Teachers, Inc./HomeSmart
    • Northern, Virginia, United States/Phoenix, AZ, United States
    • Realtor
      • Mar 2002 - Jun 2016
      • Northern, Virginia, United States/Phoenix, AZ, United States

  • LearnVest, Inc.
    • Scottsdale, Arizona Area
    • Certified Financial Planner
      • Nov 2013 - Jun 2015
      • Scottsdale, Arizona Area

  • USAA
    • Phoenix, Arizona Area
    • Wealth Advisor
      • May 2005 - Jul 2013
      • Phoenix, Arizona Area

      .

  • Vanguard
    • Client Relations Associate
      • Dec 2004 - May 2005

      .

  • Baynetworks/Nortel Networks
    • Northern, Virginia, United States
    • Senior Sales Support Analyst
      • Feb 1996 - Oct 2001
      • Northern, Virginia, United States

      .

  • Microdyne Corporation
    • Northern, Virginia, United States
    • Channel Marketing Manager
      • May 1993 - Feb 1996
      • Northern, Virginia, United States

Education

  • 1988 - 1992
    Indiana University of Pennsylvania
    Bachelor's degree, Accounting

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Industry Focus. “Financial Services”

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