Independent Consultant
Self-Employed
AeroLeads people directory · profile
Jim Warren Email & Phone Number
Independent Consultant
at
Self-employed
1 work email found
@fid-x.com
4 phones found area 207 and 610
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Independent Consultant
Location
Greater Philadelphia, United States
Who is Jim Warren? Overview
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Quick answer
Jim Warren is listed as Independent Consultant at Self-employed, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at fid-x.com, phone signal with area code 207, 610, and a matched LinkedIn profile for Jim Warren.
Jim Warren previously worked as Chief Operating Officer at Fidx and Independent Trustee at The Conestoga Funds. Jim Warren holds Business & Computer Science from Gettysburg College.
Company email context
Email format at Self-employed
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{first_initial}{last}@fid-x.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jim Warren. Compare company email patterns before reaching out.
Profile bio
About Jim Warren
Highly analytical, collaborative, and decisive senior executive with 20+ years of progressive leadership experience directing product development, operations optimization, and strategic sales growth and market penetration with focus on financial services, investment management, and technology. Resourceful problem solver and strategic thinker with innate ability to drive product innovation, market penetration, and business strategy implementation driving profitability and sustainability. Excellent communicator with success building trusted client relationships and high performance leadership teams and organization within diverse fast-paced environments.
Listed skills include Hedge Funds, Mutual Funds, Fixed Income, Alternative Investments, and 7 others.
Current workplace
Jim Warren's current company
Company context helps verify the profile and gives searchers a useful next step.
10 roles · 36 years
Jim Warren work experience
A career timeline built from the work history available for this profile.
Chief Operating Officer
CurrentFIDx is a technology-empowered network that seamlessly integrates the brokerage, insurance and advisory ecosystems to offer best-in-class annuities and insurance solutions from the industry’s leading carriers.
Nov 2022 - Present
Independent Trustee
Current
The Conestoga Funds
One of five independent trustees with fiduciary responsibility and oversight of the Conestoga Funds. The Conestoga Funds consist of four mutual funds. Total fund complex assets under management totaled $4.7 billion as of March 31, 2022.
Feb 2020 - Present
Chief Operating Officer
Served as member of executive team that defined strategy of firm and managed daily activities for $30B investment manager. Directed 15 team members overseeing client onboarding, trade execution, investment operations, and reporting. Collaborated with CTO recommending strategies for infrastructure improvements increasing efficiency, accuracy, and business scale while reducing risk to meet growth expectations and customer satisfaction.
Mar 2021 - Apr 2022
Svp, Head Of Solutions & Platforms, Global Wealth Management Services
Led 450+ Solutions and Platform team members located in the US, Dublin, and London. Managed solutions, product development, and platform ownership for combined entity encompassing 4 main processing platforms including Investment Manager Services, Family Office Services, Trust Processing Services, and Global Wealth Management Platform. Oversaw technical sales, implementations, and technology platform optimization and support. Evaluated third-party technology, M&A analysis, commercial negotiations, and strategic planning for platforms and solution development including front-office, middle-office, and back-office services and technology.
2004 - Mar 2021
Project Manager
Dupont Capital Management, Pension Fund
2003 - 2004
~1 yr
Business Analyst / Project Manager
Corviant, Investment Processing Platform Solutions
2001 - 2003
~2 yrs
Director, Operations & Information Technology
Martindale, Andres & Company, Investment Manager
1998 - 2001
~3 yrs
Manager, Performance Measurement
Corestates Investment Advisors
1997 - 1998
~1 yr
Analyst/Manager - Mutual Fund Accounting
1991 - 1997
~6 yrs
2 education records
Jim Warren education
Business & Computer Science
Gettysburg College
Mba, Business
Villanova University
FAQ
Frequently asked questions about Jim Warren
Quick answers generated from the profile data available on this page.
What company does Jim Warren work for?
Jim Warren works for Self-employed.
What is Jim Warren's role at Self-employed?
Jim Warren is listed as Independent Consultant at Self-employed.
What is Jim Warren's email address?
AeroLeads has found 1 work email signal at @fid-x.com for Jim Warren at Self-employed.
What is Jim Warren's phone number?
AeroLeads has found 4 phone signal(s) with area code 207, 610 for Jim Warren at Self-employed.
Where is Jim Warren based?
Jim Warren is based in Greater Philadelphia, United States while working with Self-employed.
What companies has Jim Warren worked for?
Jim Warren has worked for Self-Employed, Fidx, The Conestoga Funds, Clark Capital Management Group, and Sei.
How can I contact Jim Warren?
You can use AeroLeads to view verified contact signals for Jim Warren at Self-employed, including work email, phone, and LinkedIn data when available.
What schools did Jim Warren attend?
Jim Warren holds Business & Computer Science from Gettysburg College.
What skills is Jim Warren known for?
Jim Warren is listed with skills including Hedge Funds, Mutual Funds, Fixed Income, Alternative Investments, Strategy, Private Equity, Fund Of Funds, and Outsourcing.
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