Russell L James Sr

President - Ceo

Professional Development:

Independent Insurance Broker

Financial Advisor

Registered Representative

Investment Adviser Representative



1984

BA - Baruch College, New York, NY

Business Management and Administration

1980

AAS - Cayuga College

Business Administration

Work History 

1998 - 2005

Senior Loan Officer

South Shore Mortgage Corporation,

Prime Star Mortgage Corporation,

Fidelity Mortgage Bankers

2005 - 2009

World Group Securities, Inc.

Financial Services Representative

Registered Representative

2009 -2012

MetLife Securities, Inc.

Financial Advisor

Financial Services Representative

Registered Representative

2012 - 2013

NYLIFE Securities, LLC

Financial Services Professional

Registered Representative

Member - NAIFA

2013 - Present 

CPS Financial Services

Financial Strategies for Life

Investment Advisor Representative

Registered Representative

2006

Established R James Associates, Inc.

Consulting Focuses:

• Group Benefits
• Property & Casualty Insurance
• Commercial & Business Insurance

Allison Westfield James

Vice President - Operations

Professional Development:

1988

BSW Degree - York College, Jamaica, New York

Cum Laude (1988) Social Work

1991 to 2005

JP Morgan Chase Bank, NA

Operations Readiness Manager

Customer Service & Vender Support

2007 to Present

INROADS, Inc., New York/New Jersey Region,Inc.

Senior Manager

Consulting Focuses:

• Cultivate and maintain excellent ongoing relationships with company clients, providing them communication, expertise and consistent superior service to ensure continued satisfaction and patronage

• Insure best practices to develop new company provider markets to our client base. Maintain a consistent degree of superior products and services that will attract new clients and help to develop loyalty and longevity to our company business model.

Russell James Jr.

Manager - Sales and Marketing

Professional Development:

2009 - 2012

Nassau Community College

Major: Career Counseling and Social Work

Company Consulting Focus:

Developing New Markets For Sales Opportunities

Darian Taylor James

Manager - Social Media Division

Professional Development:

2012 - Present

Molloy College, Rockville Center, New York

Major: Finance and Accounting

Company Consulting Focus:

Marketing and Social Media Development