James Wilson Email & Phone Number
@portad.com
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Who is James Wilson? Overview
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James Wilson is listed as Vice President at Future Standard, a with 758 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at portad.com and a matched LinkedIn profile for James Wilson.
James Wilson previously worked as Senior Associate at Future Standard and Senior Associate at Portfolio Advisors, Llc. James Wilson holds Financial Analysis & Investments (Mba) from University Of Connecticut School Of Business.
Email format at Future Standard
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AeroLeads found 1 current-domain work email signal for James Wilson. Compare company email patterns before reaching out.
About James Wilson
Demonstrated Leadership Capabilities- Promoted to Branch Manager and built a successful team that grew the branch and successfully managed operations in a complex regulatory environment.Results through Strong Interpersonal Skills- Superior personal sales performer in banking.
Listed skills include Leadership, Management, Financial Analysis, and Finance.
James Wilson's current company
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James Wilson work experience
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Senior Associate
Senior Associate
Intern
-Analyzed U.S. middle-market opportunities and prepared Investment Committee presentation which resulted in a $5 million co-investment-Developed a model to evaluate IRR potential of private real estate secondary investment opportunities-Created an Adobe ‘fillable form’ to streamline limited partner subscription administration
Analyst, Digital Lending
-Co-author timely reports for the fraud and security practice-Track emerging threats and trends to provide strategies for financial institutions
Associate
Perform valuation and performance analysis to develop strategy for clients.
Branch Manager
-Led a team of 5 with a 100% retention rate.-Grew loan portfolio by 25% to increase profitability.-Managed branch operations including consumer lending.
Assistant Branch Manager
-Maintained strong working relationship with branch manager on account maintenance and sales.-Engaged in conflict resolution with customer and employees, filling the role as needed.-Trained and coached staff on service excellence to strengthen the relationship with the customer and increase sales.-Worked closely with small business clientele for portfolio growth.
Customer Service Representative
-Emphasized superior customer service while matching client needs with bank products.-Focused on account opening, loan origination and cross-sell opportunities to achieve personal quarterly goals.-Maintained strong working relationships with clients.
James Wilson education
Financial Analysis & Investments (Mba)
Bachelor Of Arts (Ba), Economics
Education record
Education record
Education record
Education record
Education record
Education record
Frequently asked questions about James Wilson
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What company does James Wilson work for?
James Wilson works for Future Standard.
What is James Wilson's role at Future Standard?
James Wilson is listed as Vice President at Future Standard.
What is James Wilson's email address?
AeroLeads has found 1 work email signal at @portad.com for James Wilson at Future Standard.
Where is James Wilson based?
James Wilson is based in New York City Metropolitan Area, United States while working with Future Standard.
What companies has James Wilson worked for?
James Wilson has worked for Future Standard, Portfolio Advisors, Llc, Javelin Strategy & Research, Greenwich Advisors, and Bank Of Bartlett.
How can I contact James Wilson?
You can use AeroLeads to view verified contact signals for James Wilson at Future Standard, including work email, phone, and LinkedIn data when available.
What schools did James Wilson attend?
James Wilson holds Financial Analysis & Investments (Mba) from University Of Connecticut School Of Business.
What skills is James Wilson known for?
James Wilson is listed with skills including Leadership, Management, Financial Analysis, and Finance.
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