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James A. Bergeron, J.D.

  • Advisor Education Consultant
James

About James A. Bergeron

Jim is an Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve and enhance their relationships with clients.

Prior to joining Nuveen, Jim was the General Manager of Ameriprise Personal Trust Services. While at Ameriprise he used his experience in financial services, strategic and high net worth planning and product development to further enhance trust and wealth management results. Prior to Ameriprise Jim worked in advisory product development roles covering a diverse range of client financial solutions. Jim has lectured extensively and is an invited speaker at national and international conferences demonstrating techniques to actualize wealth management concepts.

Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on the Northern Regional Council for the American Cancer Society.

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