James covers the southeast Investment Only sales for Principal Funds. Based in Florida, he markets the firm’s investment products to advisors, consultants, ria’s and other defined contribution investment professionals. James joined Principal Global Investors in 2004 as a director, senior investment specialist. In this role, he marketed the firm’s investment products through the various distribution channels of the Principal Financial Group. Previously, he was a senior vice president at Berkeley Capital Management. His backround included positions with Phoenix Investment Partners and Raymond James and Associates. He received an MBA in finance and a bachelor’s degree in finance from the University of Central Florida. James holds the Certified Financial Planner designation and is a Certified Investment Management Analyst (CIMA) through the Investment Management Consultants Association. James is a Registered Representative of Princor Financial Services Corp. and has passed the FINRA Series 7, 24, 63 and 65 examinations.