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James Sheridan began their career at MassMutual Greater Philadelphia in 2018 as a Financial Planner. In this role, they were licensed to sell insurance in multiple states and provided securities, investment advisory, and financial planning services through MML Investors Services, LLC. James worked at MassMutual until 2021. In December 2021, they joined Candidly as the Head of Coaching. No end date for this role is provided.

James Sheridan, CSLP®, obtained a Bachelor's Degree in Finance and Financial Management Services from James Madison University, where they studied from 2014 to 2018. Additionally, they have obtained the CSLP certification from the CSLP Board of Standards in February 2020 and the Series 7 certification from FINRA (Financial Industry Regulatory Authority) in January 2021. James also has additional certifications in Series 6, Series 63, and Series 65 from FINRA, but the specific dates of obtaining these certifications are not provided.