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James Passarelli

Product Consultant

James Passarelli, QKA, QPA, CPFA, is a highly experienced retirement plan professional with a diverse background in third party administration, recordkeeping, operations, relationship management, sales, and consulting.

He holds a Master of Arts (M.A.) in History and a Bachelor of Arts (BA) in History, Philosophy, Economics from Fordham University.

James has held various roles in different organizations, including being a Product Consultant at ftwilliam.com, Director of Sales at Complect, Regional Vice President at EGPS, Regional Director at Retirement Plan Consultants, and 401(k) Consultant at Jocelyn Pension Consulting, LLC.

Prior to his roles in the retirement and financial industry, he also worked as an Assistant Manager at Lalibela Ethiopian Restaurant, Application Reviewer at Fordham University, Marketing Intern at ATO Records, and as a Beat Reporter, Producer, and Web Editor at WFUV.

James Passarelli
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Location

Boulder, Colorado, United States