James Wulforst is a Senior Vice President with E*TRADE and President of E*TRADE Corporate Services, with responsibility for leading that business to become the most respected provider of easy, innovative, and high-value equity solutions. As a result of Jim’s leadership and drive for excellence, E*TRADE Corporate Services has been rated the #1 broker stock plan service provider in overall customer satisfaction and loyalty for the second year in a row in the 10th annual Group Five, Stock Plan Administration Benchmarking Study.
Jim joined E*TRADE in 2007 from Fidelity Investments, where he had an eleven-year tenure, including seven years as the Senior Vice President of Fidelity’s Stock Plan services. Jim’s more than twenty-five years of financial services experience includes establishing the Fidelity Stock Plan Services group in 1999. While with Fidelity, he also spearheaded a highly effective, award-winning HR campaign that was featured in CFO, HR, and Plan Sponsor magazines. For three years, he was responsible for heading the product team that designed the award-winning trading and research platforms on fidelity.com. Prior to Fidelity, Jim was a Vice President of retail distribution at Chase Manhattan Bank. His extensive knowledge of the global stock plan environment, client and participant services, marketing, and strategy have allowed him to create successful partnerships throughout the stock plan industry.
Jim is a graduate of the University of Miami with a degree in Business Administration. He is currently a member of the National Association of Stock Plan Professionals (NASPP) and the Global Equity Organization (GEO), and holds FINRA Series 7, 24, and 63 licenses. Jim served on the GEO Board for two terms beginning in 2008.
We are honored to have James Wulforst to join our Southeastern board.
Onward with HOPE