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James Pendleton Email & Phone Number
Client Service Associate
at
Edelman Financial Engines
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Client Service Associate
Location
Long Beach, California, United States
Company size
Who is James Pendleton? Overview
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Quick answer
James Pendleton is listed as Client Service Associate at Edelman Financial Engines, a company with 3376 employees, based in Long Beach, California, United States. AeroLeads shows a matched LinkedIn profile for James Pendleton.
James Pendleton previously worked as Annuity Specialist II at Pacific Life and Co-Founder & Business Manager at Salt Of The Earth. James Pendleton holds Bachelor Of Arts - Ba, Communication Studies from California State University, Long Beach.
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Edelman Financial Engines
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Profile bio
About James Pendleton
I am a dedicated and industrious student at Cal State Long Beach, passionate about finance. I am gaining valuable insights and practical experience in the financial industry. Committed to excellence, I strive to combine my strong work ethic with a solid foundation in both finance and marketing to contribute effectively to any professional environment.
Current workplace
James Pendleton's current company
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Edelman Financial Engines
8 roles
James Pendleton work experience
A career timeline built from the work history available for this profile.
Annuity Specialist Ii
Current
Aug 2024 - Present
Co-Founder & Business Manager
Salt Of The Earth
As a Co-Founder and Business Manager I created a small business that started with no clients and grew it to over 2000 by going door to door, using online advertisements, and receiving referrals.Performed a number of Home Improvement jobs to provide services to customers that match their needs.Offered labor services to help construct furniture, shelving.
Jun 2017 - Aug 2024
Wealth Management Intern
Jun 2023 - Apr 2024
Server
As a server I cultivated relationships with regular customers.Increase store sales significantly by upselling menu items to customers.Keep customer and store finances accurate through correct billing, payment processing and cash management practices.Work with POS system to place orders, manage bills and handle complimentary items.Explain menu items and.
Feb 2022 - Jun 2023
Server/Busser
As a Server and Busser I upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers.Carried out cash and credit transactions with accuracy and attention to detail.Cleaned and organized tables as needed while multitasking in a fast-paced environment and managing other needs of the servers in a timely and effective manner.Worked.
Nov 2019 - Oct 2021
Film Production Intern
As a film production intern I performed as the host of a few holiday specials and week of welcome- aired on college website and facebookAssisted with development of stories for film projectsReviewed film & gave suggestions about flow, quality and other issuesMaintained schedules, managed deadlines, & collaborated with teammates for production.
Sep 2018 - Mar 2020
Server, Catering, And Cashier
As a server/caterer I Provided personable customer service to guests and take-out customers establishing positive rapport to ensure repeat businessCarried out large catering orders while driving to separate locations. Preparing orders far small or large parties.Effectively handled customer inquiries and troubleshot issues with courtesy and.
Sep 2017 - Oct 2019
Team & coworkers
Colleagues at Edelman Financial Engines
Other employees you can reach at pacificlife.com. View company contacts for 3376 employees →
TM
Todd Mclaughlin
Colleague at Edelman Financial Engines
Newport Beach, California, United States, United States
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TS
Timothy Simon
Colleague at Edelman Financial Engines
West Des Moines, Iowa, United States, United States
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BL
Brian Lochard
Colleague at Edelman Financial Engines
Corona, California, United States, United States
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LH
Laura Hemenway
Colleague at Edelman Financial Engines
Newport Beach, California, United States, United States
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LS
Labeda Sylvia
Colleague at Edelman Financial Engines
Newport Beach, California, United States, United States
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AN
Alexis Neuenfeldt
Colleague at Edelman Financial Engines
Garden Grove, California, United States, United States
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JR
Jaceta Russell
Colleague at Edelman Financial Engines
Santa Ana, California, United States, United States
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DK
Dan Kubica
Colleague at Edelman Financial Engines
Aliso Viejo, California, United States, United States
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TC
Thomas Cunningham
Colleague at Edelman Financial Engines
Cupertino, California, United States, United States
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JT
Janet Temple
Colleague at Edelman Financial Engines
Newport Beach, California, United States, United States
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Todd Mclaughlin
Colleague at Edelman Financial Engines
Newport Beach, California, United States, United States
View →
TS
Timothy Simon
Colleague at Edelman Financial Engines
West Des Moines, Iowa, United States, United States
View →
BL
Brian Lochard
Colleague at Edelman Financial Engines
Corona, California, United States, United States
View →
LH
Laura Hemenway
Colleague at Edelman Financial Engines
Newport Beach, California, United States, United States
View →
LS
Labeda Sylvia
Colleague at Edelman Financial Engines
Newport Beach, California, United States, United States
View →
AN
Alexis Neuenfeldt
Colleague at Edelman Financial Engines
Garden Grove, California, United States, United States
View →
JR
Jaceta Russell
Colleague at Edelman Financial Engines
Santa Ana, California, United States, United States
View →
DK
Dan Kubica
Colleague at Edelman Financial Engines
Aliso Viejo, California, United States, United States
View →
TC
Thomas Cunningham
Colleague at Edelman Financial Engines
Cupertino, California, United States, United States
View →
JT
Janet Temple
Colleague at Edelman Financial Engines
Newport Beach, California, United States, United States
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2 education records
James Pendleton education
Bachelor Of Arts - Ba, Communication Studies
Education record
FAQ
Frequently asked questions about James Pendleton
Quick answers generated from the profile data available on this page.
What company does James Pendleton work for?
James Pendleton works for Edelman Financial Engines.
What is James Pendleton's role at Edelman Financial Engines?
James Pendleton is listed as Client Service Associate at Edelman Financial Engines.
Where is James Pendleton based?
James Pendleton is based in Long Beach, California, United States while working with Edelman Financial Engines.
What companies has James Pendleton worked for?
James Pendleton has worked for Edelman Financial Engines, Pacific Life, Salt Of The Earth, Morgan Stanley, and Olive Garden.
Who are James Pendleton's colleagues at Edelman Financial Engines?
James Pendleton's colleagues at Edelman Financial Engines include Todd Mclaughlin, Timothy Simon, Brian Lochard, Laura Hemenway, and Labeda Sylvia.
How can I contact James Pendleton?
You can use AeroLeads to view verified contact signals for James Pendleton at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.
What schools did James Pendleton attend?
James Pendleton holds Bachelor Of Arts - Ba, Communication Studies from California State University, Long Beach.
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