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James Sherrard, CFA, CFP® has extensive experience in the financial industry, with a background in investments, trading, and technology. James currently serves as Vice President of Investments at Richard P. Slaughter Associates, Inc. where James manages investment research and is a portfolio manager. Prior to this, James worked as an Investment Analyst & Technology Strategist at Strategic Investment Management. James also has experience as a Lead Teller at Lubbock National Bank and as an IT Summer Intern at Pioneer Natural Resources Company. James holds a B.S. in Personal Financial Planning from Texas Tech University.