Retirement Plan Specialist
CurrentI am responsible for the servicing of the firm's in-house book of retirement plans as well as assisting in the sales process.
2016 - Present
~10 yrs 7 mos
AeroLeads people directory · profile
Jim Ruddick Email & Phone Number
Retirement Plan Specialist
at
BIRE Financial Services
1 work email found
@bireswan.com
2 phones found area 215
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Retirement Plan Specialist
Location
Greater Philadelphia, United States
Company size
Who is Jim Ruddick? Overview
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Quick answer
Jim Ruddick is listed as Retirement Plan Specialist at BIRE Financial Services, a with 14 employees, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at bireswan.com, phone signal with area code 215, and a matched LinkedIn profile for Jim Ruddick.
Jim Ruddick previously worked as Sales Consultant at Transamerica Retirement Solutions and Owner at The Cypress Inn. Jim Ruddick holds Master Of Business Administration (M.B.A.), Accounting from Temple University - Fox School Of Business And Management.
Company email context
Email format at BIRE Financial Services
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{first_initial}{last}@bireswan.com
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AeroLeads found 1 current-domain work email signal for Jim Ruddick. Compare company email patterns before reaching out.
Profile bio
About Jim Ruddick
A professional with a broad range of achievements in sales and marketing, public relations, guest relations, team leadership, financial reporting, payroll and customer care. Adapts to change and achieves results through careful research, creative planning and implementation of cost-effective strategies. Excellent written and verbal communication skills, as well as flexible and well organized. Excels in interacting with diverse groups while communicating, passionately and enthusiastically.
Listed skills include Mutual Funds, Customer Service, Sales, Retirement Planning, and 16 others.
Current workplace
Jim Ruddick's current company
Company context helps verify the profile and gives searchers a useful next step.
Bire Financial Services
5 roles · 44 years
Jim Ruddick work experience
A career timeline built from the work history available for this profile.
Sales Consultant
Involved with internal sales operation with the sales territory of an external sales person, covered Southeastern PA. Worked as a team of two and marketed Transamerica Retirement Solutions in a consistent fashion.•Helped lead team to 7 consecutive years of Top 10 out of 60 in sales, averaging close to $100M, annually.•Organized and ran advisor education events for groups up to 50, on topics, such as Plan Design, Defined Benefit Plans and iPhone/iPad training, many for continuing education credits.•Increased database of available advisors by 10% in first 5 years by networking with fund partners, enabling team to increase sales every year.•Coordinated solution with internal licensing department to solve problem of advisors who were not licensed to sell.
2007 - 2016
~9 yrs
Owner
The Cypress Inn
Purpose-built in May 1997 as a 12-room Inn. Achieved AAA Four Diamond status in 1999 and received the Award for 8 consecutive years. Recognized regionally as one of the top Inns in South Carolina.•Winner Myrtle Beach Area Chamber Small Business of the Year, 2004•Board Member, Conway Main Street, USA•Increased Inn occupancy each year for 9 straight years
1996 - 2006
~10 yrs
Client Associate
The New England
Responsible for servicing and providing sales backup for the southeast territory. Delivered extensive employee presentations throughout the southeast.
1987 - 1996
~9 yrs
Manager Of Administration
Diversified Pension Services
Helped to establish a small pension administration company specializing in 401(k) administration and sales. Involved with recruiting, sales presentations and employee training.
1983 - 1987
~4 yrs
Team & coworkers
Colleagues at BIRE Financial Services
Other employees you can reach at bireswan.com. View company contacts for 14 employees →
SL
Stuart Leibowitz
Colleague at Bire Financial ServicesPlymouth Meeting, Pennsylvania, United States
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IK
Ivy Kahan
Colleague at Bire Financial ServicesPlymouth Meeting, Pennsylvania, United States
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MY
Michael Yaramishyn
Colleague at Bire Financial ServicesGlenside, Pennsylvania, United States
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WM
Whitney Miley
Colleague at Bire Financial ServicesPlymouth Meeting, Pennsylvania, United States
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Stuart Leibowitz
Colleague at Bire Financial ServicesPlymouth Meeting, Pennsylvania, United States
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IK
Ivy Kahan
Colleague at Bire Financial ServicesPlymouth Meeting, Pennsylvania, United States
View →
MY
Michael Yaramishyn
Colleague at Bire Financial ServicesGlenside, Pennsylvania, United States
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WM
Whitney Miley
Colleague at Bire Financial ServicesPlymouth Meeting, Pennsylvania, United States
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3 education records
Jim Ruddick education
Master Of Business Administration (M.B.A.), Accounting
Bachelor’S Degree, Mathematics
High School, College/University Preparatory And Advanced High School/Secondary Diploma Program
Salesianum School
FAQ
Frequently asked questions about Jim Ruddick
Quick answers generated from the profile data available on this page.
What company does Jim Ruddick work for?
Jim Ruddick works for BIRE Financial Services.
What is Jim Ruddick's role at BIRE Financial Services?
Jim Ruddick is listed as Retirement Plan Specialist at BIRE Financial Services.
What is Jim Ruddick's email address?
AeroLeads has found 1 work email signal at @bireswan.com for Jim Ruddick at BIRE Financial Services.
What is Jim Ruddick's phone number?
AeroLeads has found 2 phone signal(s) with area code 215 for Jim Ruddick at BIRE Financial Services.
Where is Jim Ruddick based?
Jim Ruddick is based in Greater Philadelphia, United States while working with BIRE Financial Services.
What companies has Jim Ruddick worked for?
Jim Ruddick has worked for Bire Financial Services, Transamerica Retirement Solutions, The Cypress Inn, The New England, and Diversified Pension Services.
Who are Jim Ruddick's colleagues at BIRE Financial Services?
Jim Ruddick's colleagues at BIRE Financial Services include Stuart Leibowitz, Ivy Kahan, Michael Yaramishyn, and Whitney Miley.
How can I contact Jim Ruddick?
You can use AeroLeads to view verified contact signals for Jim Ruddick at BIRE Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Jim Ruddick attend?
Jim Ruddick holds Master Of Business Administration (M.B.A.), Accounting from Temple University - Fox School Of Business And Management.
What skills is Jim Ruddick known for?
Jim Ruddick is listed with skills including Mutual Funds, Customer Service, Sales, Retirement Planning, Retirement Plan Consulting, Financial Services, Life Insurance, and Insurance.
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