James Gannon is an experienced professional currently serving as an Associate at Seven Bridges Advisors LLC since June 2019, where roles include Client Services Associate. Prior to this, James held the position of Client Services Manager at Quest Capital & Risk Management from September 2017 to June 2019, focusing on workflow efficiency, financial planning for retirement clients, and developing Excel tools for financial processes. James began a career in customer service at Emma S. Clark Memorial Library, progressing from Library Page to Library Clerk from March 2012 to September 2017, with responsibilities including training employees, assisting with research, troubleshooting technical issues, and collaborating on educational programs. Academic qualifications include a Bachelor of Science in Business Management with a focus on Finance from Stony Brook University, earned in 2017.
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