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Prior to co-founding Epic Research in 2007, Jim co-founded and served as President of Juniper Financial, a Wilmington-based credit card issuer acquired by Barclays in 2004. Juniper issued partner affinity credit cards with over 50 organizations, including US Airways, Apple, LL Bean, and the Harvard Alumni Association. Within eight years, Juniper grew to be the ninth- largest bank credit card issuer in the country.

Jim’s experience includes co-creating and leading Wingspan Bank (a subsidiary of Bank One Corporation), over a decade in executive management at credit card issuer First USA, and time at American Express and Deloitte.

Jim is co-founder and former Board Chairman for Zip Code Wilmington, a non-profit coding bootcamp that trains adults for technical careers at Wilmington-based companies. He also serves on the Board of Rodel, a nonprofit organization that partners with Delawareans and educational innovators from around the world to transform public education in Delaware.

Jim holds a bachelor’s degree from University of North Carolina at Chapel Hill.