James Shen Email & Phone Number

West Coast

Relationship Manager responsible for maintaining and optimizing clients using the Equity Edge Online platform to administer their stock plan compensation.* Joined Morgan Stanley as part of the E*TRADE acquisition.

San Francisco Bay Area

Relationship Manager - retirement plans.Raise your hand if you love your job. Keep them up if you want to work forever... If your hand came down then you need a plan for retirement and it's my job to help your employer build and maintain a successful company sponsored retirement plan.Whether it's a 401(k), 403(b) or a non-qualified plan, I'm here to help. I support employers and retirement plan advisors with everything from day-to-day plan administration to fulfilling your fiduciary responsibility to employee education. If you have retirement needs, I can help!

Mountain View, Ca

I help employers manage their retirement plans and employees reach their retirement goals.As a retirement plan advisor, I support employers with their fiduciary responsibilities on retirement plans. I advise on their investment lineup, set up and execute daily operations and help communicate with their employees.For your employees, I provide retirement education, investment education and individual retirement planning. I take particular joy in meeting and helping an individual reach their retirement goals.

Master Of Business Administration - Mba, Business Analytics

Bachelor'S Degree, Business/Managerial Economics