James Gilbert

• Participate in a structured mentorship cohort with industry leaders in financial services • Attend Sanctuary’s Oasis 2025 Conference in Scottsdale, Arizona, connecting with industry leaders and keynote speakers • Practice communication methods used in sales interactions by learning how to gain client interest and close deals • Strengthen understanding of financial markets and sales strategy though mentorship guidance and discussion

• Transitioned 60 client portfolios from Envision to eMoney with high data accuracy, while also completing a capstone project of in-depth research into mutual funds and ETFs, re-evaluating their performance and risk characteristics • Supported advisors by preparing investment reports and client materials for more than ten weekly meetings while observing financial planning and relationship management discussions

• Led and managed a team of 9 employees while overseeing day-to-day operations, resource coordination, and service quality to ensure consistent execution and strong outcomes for over 87 clients • Managed all financial and growth-related functions of the business over three years, including payroll, profit and loss oversight, client acquisition, pricing, and process improvements to support scalable operations